ajn-acct
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
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		12-07-2019
	
		
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I need to know how to convert the client data to a pdf file, not for attachment of pdf data but to access the entire client file to a pdf
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			Level 15
		
	
				
		
	
		
			
    
	
		
		
		12-07-2019
	
		
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						What are you trying to accomplish by "converting" to a pdf?
					
				
			
			
				
	
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			George4Tacks
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
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		12-07-2019
	
		
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						@ajn-acct Do you want to e-mail a client data file to another preparer?
					
				
			
			
				
	
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Answers are easy. Questions are hard!
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		12-07-2019
	
		
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						I thought maybe they're trying to convert it to a format that they can pull the data from a pdf into tax program....we may never know.
					
				
			
			
				
	
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			IRonMaN
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
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You can't convert the client files to a pdf. All you can do is print the return to a pdf.
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			haiyede1952
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
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		02-02-2022
	
		
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I need to email client's copy to client
			
		
			
	
	
			
				
		
		
			TAXOH
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
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		02-02-2022
	
		
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If you use Proseries
Open the client file, when you go to print the return, change the option to pdf instead of printer before sending it to the printer