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A
Annette17
Level 2
April 21, 2022
Question

Reminders

  • April 21, 2022
  • 3 replies
  • 21 views

 is there a way to send reminders to clients in ProSeries in February that it is tax time?

This topic has been closed for replies.

3 replies

dascpa
dascpa
Level 11
April 21, 2022

Not through the tax software.

    A
    Annette17Author
    Level 2
    April 22, 2022

    Ok.  Thank you.

     

    Have a wonderful weekend.

      IRonMaN
      IRonMaN
      Level 15
      April 23, 2022

      Getting their W-2s,  1099s, etc isn't enough of a reminder?  If they ignored those forms, do you think something from you is going to help?  If I sent a reminder to my clients, most of them would never bother reading it.

      Slava Ukraini!
        R
        rcooley25
        Level 7
        April 23, 2022

        I would reccomend sending a letter out to those whom you prepared a tax return  for the previous year and I would send it out during the first or second week of January.

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