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B
bala
Level 1
January 21, 2021
Question

How can I use a Lacerte proforma client file from the previous tax year to auto-fill a tax return in ITO ?

  • January 21, 2021
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1 reply

itonewbie
itonewbie
Level 15
January 22, 2021

ITO is an archaic name (like my handle) for ProConnect Tax, which Intuit still appends with Online sometimes (hence, PTO).

If you have a 2019 file from Lacerte, you can use the data conversion tool to proforma the 2020 return in PTO.  You can refer these articles for how the data conversion process works:

https://proconnect.intuit.com/community/convert-data-files/help/proconnect-tax-online-conversion-information/00/4576

https://proconnect.intuit.com/tax-online/data-conversion/

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