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Thank you so much for the details, this does help!
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Is there a way to attach a PDF to the tax organizer in PTO? Namely, the NYS Consumer bill of rights regarding tax preparers Pub. 135.1 AND provide each client a...
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How so? If I try to create a new request the client name is greyed out because the link has already been done. and there is no option under the "Actions" pull-d...
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is there a way to email the e-file confirmation letter to clients directly from proconnect?
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I can understand your frustration, navigating PTO is beyond frustrating to me. So this year the input for 1127 is under STATE & LOCAL, then under TAXES, then NY...
