Print Review Plan in the Client Report

[RedRockAccounting]

It would be helpful to be able to print the Review Plan section or select sections to carry to the Client report to add. The client report is not detailed enough if you are doing extensive review with clients.

[Anonymous]

Thanks for the enhancement idea for the ability to print sections of the review plan to add to the client report. We are changing the status to "Open for voting" since it is no longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Tax Advisor Idea Exchange

[IntuitJim]

Please vote on this similar IDEA that includes a few more votes https://proconnect.intuit.com/community/intuit-tax-advisor-idea-exchange/include-information-from-re... 

[Anonymous]

Hi @RedRockAccounting, this idea have been implemented. See Print the pre-strategy baseline (PSB) and review plan for more information.