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AgentWD40
Level 2
June 4, 2020
Question

Proseries Audit Logs

  • June 4, 2020
  • 4 replies
  • 39 views

Hi all. I'm trying to identify a log of who worked on a return and and who printed a return from Proseries. I know that with Lacerte that can be done by highlighting the client, pressing F4 and selecting the client log tab. Then you can print this report as a PDF. Does anyone know how this can be done in Proseries?

 

 

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4 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
June 4, 2020

I dont beleive that ProSeries has this function.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    Accountant-Man
    Accountant-Man
    Level 13
    June 4, 2020

    Do you use different "preparers" in PS? Then the firm/preparer info code is entered on the Info w/s.

    Add a column to Home Base called "Preparer" and they will show up. You can then Sort or Filter the list, even print it to Excel.

    ** I am "Elevating with Intention!"
    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    June 4, 2020

    ProSeries wont show who worked on it or who printed it, will it?

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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