AgentWD40
Level 1
‎06-03-2020 08:40 PM

Hi all. I'm trying to identify a log of who worked on a return and and who printed a return from Proseries. I know that with Lacerte that can be done by highlighting the client, pressing F4 and selecting the client log tab. Then you can print this report as a PDF. Does anyone know how this can be done in Proseries?

 

 

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Just-Lisa-Now-
Level 15
Level 15
‎06-04-2020 07:37 AM

I dont beleive that ProSeries has this function.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Accountant-Man
Level 13
‎06-04-2020 12:22 PM

Do you use different "preparers" in PS? Then the firm/preparer info code is entered on the Info w/s.

Add a column to Home Base called "Preparer" and they will show up. You can then Sort or Filter the list, even print it to Excel.

** I'm still a champion... of the world! Even without The Lounge.
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Just-Lisa-Now-
Level 15
Level 15
‎06-04-2020 01:27 PM

ProSeries wont show who worked on it or who printed it, will it?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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AgentWD40
Level 1
‎06-04-2020 10:28 PM

Thank you for the info. These should at least give us some info. Much appreciated.

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