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Level 1
January 24, 2020
Solved

view pdf copy of return to manually review

  • January 24, 2020
  • 1 reply
  • 25 views

Hello all I am new to pro series and I just wanted to know how to review pdf copies of the 1040 and state returns before I send my clients a copy and send off for efile...I have pro series basic

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Best answer by Camp1040

Select print, then click on create PDF at the bottom of the page. Open the pro pdf file in pro series and view. I like to create a desktop shortcut for the folder. I would only do that on a stand alone computer though.

1 reply

Camp1040
Camp1040Answer
Level 10
January 24, 2020

Select print, then click on create PDF at the bottom of the page. Open the pro pdf file in pro series and view. I like to create a desktop shortcut for the folder. I would only do that on a stand alone computer though.