Can you tell me how to convert client files to a pdf file of the software data for the return, not the image of the return?

[ajn-acct]

I need to know how to convert the client data to a pdf file, not for attachment of pdf data but to access the entire client file to a pdf

[Just-Lisa-Now-]

What are you trying to accomplish by "converting" to a pdf?

[George4Tacks]

@ajn-acct Do you want to e-mail a client data file to another preparer?

[Just-Lisa-Now-]

I thought maybe they're trying to convert it to a format that they can pull the data from a pdf into tax program....we may never know.

[IRonMaN · Accepted solution]

You can't convert the client files to a pdf. All you can do is print the return to a pdf.

[haiyede1952]

I need to email client's copy to client

[TAXOH]

If you use Proseries

Open the client file, when you go to print the return, change the option to pdf instead of printer before sending it to the printer