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- We've been using PTO for about two tax season and really miss Lacerte's tax organizer that pre-populates last tax year data. What are PTO users using for tax organizers?
We've been using PTO for about two tax season and really miss Lacerte's tax organizer that pre-populates last tax year data. What are PTO users using for tax organizers?
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kmyfinancial
Level 1
07-18-2022
03:29 PM
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How are you providing your tax clients with last years tax information on the tax organizer if you're using PTO? Really was hoping that Intuit would add this feature to PTO this tax season.
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