Question
Slip sheets in PTO
I recently switched from Lacerte to PTO and really miss the slip sheets for RETURN FILING, CLIENT MAILING, And TAX RETURN FOLDER. Since I switched I’ve had to go back into Lacerte to produce these slip sheets but now my FASTPATH license has expired and I no longer have access. Adding this utility also into PTO would be a significant improvement. Using Word or Excel to replicate these sheets is both inefficient and time consuming.
