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using credits

bandb
Level 3

After 20 plus years of ProSeries, this year I am using Proconnect, so I am learning about credits. I believe I will be charged a credit if I print or efile a return. Prior to efiling, can I print drafts prior to finalization for review by client, then efile when done, then print final copies, all using only 1 credit?. Thanks

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Accepted Solutions
hireanea
Level 3

You can Check Return to view forms for no use of credits. Once you use a credit you can print as many versions of the return as you want. Keep a copy of the final version for yout files.

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2 Comments 2
IRonMaN
Level 15

Once you print that first draft you should be billed but that will be the only billing for the client.


Slava Ukraini!
hireanea
Level 3

You can Check Return to view forms for no use of credits. Once you use a credit you can print as many versions of the return as you want. Keep a copy of the final version for yout files.

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