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Level 5
January 15, 2020
Solved

Tax Return Folders

  • January 15, 2020
  • 8 replies
  • 84 views

Trying to look more professional to my clients so upgrading to some good folders this year. I was looking at the double window folders from intuit; https://intuitmarket.intuit.com/tax-products/tax-return-folders. 

The question is, I use Proseries professional workstation, can the software create a cover sheet like the one on the picture? Like I want the clients info and our info to appear on the windowed folder. Or do you typically do it manually on Word and just change the person's name? Please advice. Thanks! 

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Best answer by IRonMaN

ProSeries calls it a slip sheet that you can print.

8 replies

IRonMaN
IRonMaNAnswer
Level 15
January 15, 2020

ProSeries calls it a slip sheet that you can print.

Slava Ukraini!
mvp2885Author
Level 5
January 15, 2020

here is the proper link; https://intuitmarket.intuit.com/tax-products/tax-return-folders

How do I get to this Slip print you are referring to? 

Just-Lisa-Now-
Intuit Community Champion
January 15, 2020
that link gives me a 404 error, page not available
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
IRonMaN
Level 15
January 15, 2020

It didn't work for me either, but if they are looking at Intuit tax stuff "slip sheet" has got to be the answer :smileyhappy:

Slava Ukraini!
Just-Lisa-Now-
Intuit Community Champion
January 15, 2020

I have no clue how slip sheets work, Ive never had one print out, I dont think Ive ever even seen one anywhere  LOL  Maybe Ive got them set to never print?  Im on new computers with fresh installs, so that seems unlikely, but at least Im not stuck with them printing when I dont want them!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
abctax55
Level 15
January 15, 2020

I may be late to the party... BUT, check out CFS Tax Tools.   https://www.taxtools.com/

Their folders are nice (IMHO), the prices are good (probably less than Intuit), they work with PS, Lacerte, etc.   Just be sure to order the correct ones.

And BTW, their customer support is spectacular.  The Company is a pleasure to deal with.

And no, I don't get a kickback from them :womanlol:

HumanKind... Be Both