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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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How to print tax organizers
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PaulaO
Level 1
01-12-2021
10:08 AM
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I am new to ProSeries would like to know how to print the 2020 tax organizer for all clients.
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IRonMaN
Level 15
01-12-2021
10:14 AM
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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.
Slava Ukraini!
