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How to print tax organizers

Level 1

I am new to ProSeries would like to know how to print the 2020 tax organizer for all clients.

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1 Comment 1
Level 15

First you need to download the module.  Go to "update" and then click "select and download new products".  Click on the box for organizers.  After you have downloaded the module, just highlight the clients in the homebase view that you want printed and then hit the print button.

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