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Print Review Plan in the Client Report

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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.

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

Status: Implemented
Vote now if this is a good idea
4 Comments
IntuitGabi
Community Manager
Community Manager
Status changed to: Open for Voting

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
Employee
Employee
Status changed to: New
 
IntuitJim
Employee
Employee
Status changed to: Open for Voting

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... 

IntuitGabi
Community Manager
Community Manager
Status changed to: Implemented

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

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