ljsmith2
Level 4
‎12-26-2020 04:33 PM

Hello,

When printing a client organizer, It says the file is not authorized, and, the balance due is $10.00

("You don't have sufficient funds"). I thought that the organizer was included with the Professional version of ProSeries.

I have already updated to include it in home base, and transferred the client files.

Is there something else I need to do?

0 Cheers
Just-Lisa-Now-
Level 15
Level 15
‎12-26-2020 04:41 PM

Depends on your package.   

I have the 1040 Complete and it does not include Organizers, I have to pay for them individually, looks like PPR for Organizers is $10 each.

If you want unlimited, you will need to call Sales and see what the unlimited Organizer package will cost you.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

ljsmith2
Level 4
‎12-26-2020 04:49 PM

Thank you, Lisa.

I also have the 1040 Complete. Just checked online and the price is $329.00 annually.

Not sure how many of the clients would actually use it.

May be more cost effective to save a similar document and email as attachment when needed.

 

Just-Lisa-Now-
Level 15
Level 15
‎12-26-2020 05:14 PM

I only have 5 or 6 clients that will actually fill one out, they call me in January and I send it to them only. 

I send out an annual newsletter/flyer type of thing in January, and the majority of those come back to me unopened, so I wont waste the money on the organizers for everyone. 


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
ljsmith2
Level 4
‎12-26-2020 05:16 PM

That's what I was thinking. Thanks again!

Just-Lisa-Now-
Level 15
Level 15
‎12-26-2020 05:18 PM
Youre welcome!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
0 Cheers
Ernie
Level 9
‎12-27-2020 09:33 AM

Inside of Professional is a Client Checklist (under Tools).  It is included in the package.  We print them out and send them to our clients.

jim casswell
Level 1
‎01-02-2021 05:59 PM

Is there any way to add a column for the prior years amounts to the Checklist?

 

0 Cheers