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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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Tax organizer
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bobbyhughjones
Level 1
10-14-2021
07:01 PM
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This my 2nd year using Pro Connect. Previously I used Pfx. I cannot find a way to create the kind of pdf organizer that my clients are used to from within ProConnect. It fills in basic client info, name address, phone and fills in prior year info for income & deductions to remind them. Is there a way to do it? Or do I have to do it outside the program. Is there a workaround?
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George4Tacks
Level 15
10-16-2021
11:17 AM
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Answers are easy. Questions are hard!
