dascpa
Level 12
12-10-2022
09:25 AM
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SmartVault only allows you to print a complete tax return or a complete (short or long) organizer to a client vault (portal). To print a single page(s) you have to print to pdf and upload to their vault (one client at a time).
I also would love to make the ProSeries tax organizer fillable, but nothing is out there for this. A generic fillable tax organizer won't have prior year data in there.