The Client Checklist is a custom, easy to follow roadmap that simplifies the data collection process.
PLEASE make the Client Checklist Letter printable from the "Organizer for 1040" so that it can be isolated and batch printed to be sent directly to SmartVault (the same way the Short and Long Organizers and tax forms are pushed to SmartVault)
Right now, the Client Checklist can only be printed after rolling forward the 1040 to the current year product.
Yes I agree - I do not use the organizer but I do use the client checklists. It would be great if there was a way to get this information without having to transfer files this early in the season. I would like to access checklist now but can't until the next release. I would like to transfer files later on but be able to print out the checklist now.
