daclark040
Level 1
12-01-2023
01:13 PM
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I spoke to ProSeries support about this issue and their answer is that it isn't possible to generate archival PDFs directly from ProSeries. This means that we need to use a 3rd party PDF generator and create each copy of a form (preparer copy, client copy, taxing agency copy, etc.) for any PDF that we want to upload, share with our clients, etc. to assure that the many, many web viewers that might be displaying the uploaded PDF will all properly display the forms. This is extremely inefficient from a workflow standpoint. The really frustrating part is that prior to the 2022 tax year, we never had this problem with ProSeries PDFs. Very disappointing!.