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userscott
Level 1
December 15, 2022
Question

How can you transfer a tax return from one PTO account to another?

  • December 15, 2022
  • 1 reply
  • 2 views
When onboarding a new client, if their prior tax preparer used PTO, how can you transfer the file to the new tax preparers PTO account?
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1 reply

George4Tacks
George4Tacks
Level 15
December 16, 2022

Call Customer Service to see if they can do it for you. The only method I know of would be to get pdf copies for your file, but you would be on your own to do all input for next year. 

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