Slip Sheet

Forum|Forum|6 years ago
February 17, 2020
7 replies
18 views

Is there a way to get the firm telephone number to show on the slip sheet that prints with the client's return?

ProSeries Professional

This topic has been closed for replies.

Best answer by AshleyatIntuit

Thank you. Hopefully they'll figure out a way to edit the template so it shows up automatically.

From within a client go to TOOLS and GLOBAL SLIPSHEET OPTIONS, there is a checkbox for Firms telephone number. Making a change their will be for ALL CLIENTS

Edit: That information pulls directly from what's entered in TOOLS> OPTIONS> FIRM/PREPARER INFO

lbones

Level 6

I go to the slip sheet, right click and override on prerparer phone number and type in my own. Long way around the horn but it works for me.

J

jgillespieAuthor

Level 3

Do you do that on every return? Because I've done that on the client template, but it still doesn't seem to show up on the returns.

lbones

Level 6

Yes, I do it on all the returns. I have never been able to figure a way to do it on the template. Just do it by habit now, takes just a few seconds per return.

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