Client Organizer in ProSeries Professional

Forum|Forum|5 years ago
December 26, 2020
7 replies
63 views

Hello,

When printing a client organizer, It says the file is not authorized, and, the balance due is $10.00

("You don't have sufficient funds"). I thought that the organizer was included with the Professional version of ProSeries.

I have already updated to include it in home base, and transferred the client files.

Is there something else I need to do?

ProSeries Professional

This topic has been closed for replies.

Best answer by Just-Lisa-Now-

Depends on your package.

I have the 1040 Complete and it does not include Organizers, I have to pay for them individually, looks like PPR for Organizers is $10 each.

If you want unlimited, you will need to call Sales and see what the unlimited Organizer package will cost you.

Just-Lisa-Now-

Answer

Intuit Community Champion

Depends on your package.

I have the 1040 Complete and it does not include Organizers, I have to pay for them individually, looks like PPR for Organizers is $10 each.

If you want unlimited, you will need to call Sales and see what the unlimited Organizer package will cost you.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

L

ljsmith2Author

Level 5

Thank you, Lisa.

I also have the 1040 Complete. Just checked online and the price is $329.00 annually.

Not sure how many of the clients would actually use it.

May be more cost effective to save a similar document and email as attachment when needed.

Just-Lisa-Now-

Intuit Community Champion

I only have 5 or 6 clients that will actually fill one out, they call me in January and I send it to them only.

I send out an annual newsletter/flyer type of thing in January, and the majority of those come back to me unopened, so I wont waste the money on the organizers for everyone.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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