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Level 2
March 5, 2020

A few more enhancements in PTO

  • March 5, 2020
  • 1 reply
  • 11 views

Jim, just a few other items that would be a benefit to PTO:

  • calculator - it should be available and allow the result to be entered into the field in PTO
  • 1095A - after entering TP, SP and dependents in the info section, you need to now enter that data again on this page rather than simply selecting from a pull-down menu
  • additional comparative forms - I review returns with clients by using the 2-year comparisons.  it would be helpful if these were also available for Schedules C, E & F by business/location.
    • I believe these schedules exist in ProSeries

 

thanks,

 

Steve Mankowski

    This topic has been closed for replies.

    1 reply

    Level 5
    March 5, 2020

    Steve,

    Thanks again for your time in submitting this feedback! I will go ahead and submit these as well to the product development team.