Activity Feed
  • I like PTO but the main issue I have is when moved from status to status you do not know the date. You can see dates and activity in Link but on tax returns und...
    kkgcpa
    4
    Jan 18, 2022
  • What is the best way/method for sending the local return via PTO or Link so the client can print and mail that in since we do not efile that return? I just want...
    kkgcpa
    1
    Feb 11, 2020
  • Thank you! That is what I thought.
    kkgcpa
    Jan 30, 2020
  • Newbie here. I see you can create invoice templates and invoice while in PCO/Link. However how do you get it to the client. I just see that it makes me save it ...
    kkgcpa
    2
    Jan 30, 2020
  • Newbie here. Am I missing something on how to create the local pa returns? I was able to add the local/city name and I can see it as a "return" under the Return...
    kkgcpa
    1
    Jan 30, 2020
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Member Since ‎01-28-2020
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