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How do I edit the client check check list?

tomjdumas

Level 1

Forum|Forum|4 years ago

December 19, 2021

Question

How do I edit the client check check list?

Forum|Forum|4 years ago
December 19, 2021
1 reply
10 views

Where do I edit the client check list/

ProSeries Professional

This topic has been closed for replies.

1 reply

Just-Lisa-Now-

Intuit Community Champion

Forum|Forum|4 years ago

December 19, 2021

Tools > Checklist > Customize is on the right side of the window. The tax document descriptions come from the worksheets in the return.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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