david3
Level 8
12-06-2019
10:01 PM
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I can't find instructions on how to add additional schedules to a short organizer for a new client. I added rental property ORG 25 successfully by entering F6 and adding that form. However, the new client sold that rental property so I tried to add ORG 24 but it doesn't appear in the short organizer like the ORG 25 does. How do I add ORG 25 to the new client short organizer?
Thank you.
Thank you.
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rbynaker
Level 14
12-06-2019
10:01 PM
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I usually enter some data on the organizer (even if it's just a period "." in a text field somewhere, just to activate the form.)
david3
Level 8
12-06-2019
10:01 PM
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Thanks for your help. I tried that and even entered a description but the form still was not included in the short organizer pdf to send to my client.
I recall there used to be an option to select additional forms to include in a short organizer for a new client. I guess that feature is gone.
Thanks for your suggestion.
I recall there used to be an option to select additional forms to include in a short organizer for a new client. I guess that feature is gone.
Thanks for your suggestion.
