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In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
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- Creating Template for Returning Clients
Creating Template for Returning Clients
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Paul Stramberg CPA
Level 1
11-29-2022
09:45 AM
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Greetings,
I need assistance and clarity.
I click on Tools>Edit Client Template and begin setting up the new client template for 2022. I understand that the dialog box displays 'changes to the template file will appear on ALL new clients'. My dilemma is how can I set up or create new template that will affect not only my new clients but my returning clients when I transfer the data from ProSeries 2021 to 2022. Any assistance would be helpful.
Thank you for your assistance with this matter.
Sincerely,
Paul Stramberg
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2 Comments 2
msmith7305
Level 7
11-30-2022
03:05 PM
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Only works for new clients unfortunately.
Paul Stramberg CPA
Level 1
12-08-2022
02:06 PM
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In this case, it seems that ProSeries is only interested in new clients
