Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How do I print a Blank Organizer with custom/modified Questionnaire?

abcpa
Level 1

I modified the default questionnaire and it prints fine when selecting clients, since you can use the drop down.  However, when printing a Blank Organizer, it prints the default organizer questions, even though I overwrote those questions (instead of creating another version of the organizer).

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Best Answer

Accepted Solutions
abctax55
Level 15

Hmm.. odd.  I'd have to go back to 2017 to see if that's different.

A possible work around:

Create a "dummy client" with just a *period* as the name, then print an organizer with your custom settings?

HumanKind... Be Both

View solution in original post

3 Comments 3
abctax55
Level 15

Hmm.. odd.  I'd have to go back to 2017 to see if that's different.

A possible work around:

Create a "dummy client" with just a *period* as the name, then print an organizer with your custom settings?

HumanKind... Be Both
abcpa
Level 1

That workaround works - thanks for the suggestion!

0 Cheers
abctax55
Level 15

Please mark it solved then, for future searchers.

HumanKind... Be Both
0 Cheers