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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.
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- Re: 2023 Organizer
2023 Organizer
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TMcGrath
Level 1
12-30-2023
11:40 AM
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Have using ProSeries for over 20 years.
I'm using 2023 ProSeries Professional Hosted environment.
Trying to create the Organizers for 2023 to send out to my clients.
In the dropdown box, there is no option to transfer 2022 1040 to 2023 Organizer.
I checked the Help for 2023 ProSeries The help describes how to do the transfer, none of the options are available on the menus, also says that this function is not available in the ProSeries Basic. I have 2023 ProSeries Professional, so I don't know what's going on with it?
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3 Comments 3
msmith7305
Level 7
12-31-2023
02:47 PM
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Not sure what your problem is. It worked for me.
dascpa
Level 11
01-02-2024
07:46 PM
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Me too. I used to mail out 100%, less than 5% opened the envelope. Now I mail out less than 5% and upload to their portal the other 95%. Saves a ton of paper, envelopes and postage.
