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Level 3
September 30, 2026
Question

Client Presentation list of all options

Is there a way to view all of the Personalized Tax Advice so I can de-select the ones i font want?

TIA

1 reply

Kathi_at_Intuit
Moderator
October 5, 2026

Hi ​@jzellman great to see you in the Communitty and thanks for posting about the Client Presentation list of all options. Here is a video overview of the feature that may assist with answering this:

ProSeries - Tax Client Presentation

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