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kkgcpa
Level 2
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
    Mar 05, 2021
  • 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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