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    • Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
    Created with Sketch. 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 save client presentation in Excel

    T-Town-CPA
    Level 4
    ‎04-21-2021 06:44 PM

    I would like to save my client presentations in a format that enables me to send digitally to my clients.  Either in Excel or in a .pdf format.  I can not determine how to do this.  Is it possible?  Would you please direct me to where I can understand how?  Thank you in advance.

     

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    T-Town-CPA
    Level 4
    ‎04-21-2021 06:56 PM

    You are correct.  I missed the client presentation in the Print Selected Forms option in the print center.  Moving the return to .pdf creates the presentation.  Thank you!

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    2 Comments 2
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎04-21-2021 06:44 PM
    If you print to PDF the presentation gets included, doesnt it?

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    T-Town-CPA
    Level 4
    ‎04-21-2021 06:56 PM

    You are correct.  I missed the client presentation in the Print Selected Forms option in the print center.  Moving the return to .pdf creates the presentation.  Thank you!

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