Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Client Checklist not emailing

ptax255
Level 7

Anyone else having issues with emailing the client checklist? Why is this so painful every year.

I used Outlook and Thunderbird. Windows/Proseries are up to date

I don't get any error messages. It says the checklist has been emailed, but I emailed it to myself as a test and have not received it.

0 Cheers
1 Best Answer

Accepted Solutions
ptax255
Level 7

If it helps anyone, the issue was:

1. Outlook has a new app called Outlook(new) and the old one - turns out they are different apps. I uninstalled the New one and kept the existing one

2. Check 64bit in Proseries Options.

View solution in original post

5 Comments 5
IRonMaN
Level 15

"Why is this so painful every year."

Intuit's motto - no pain, no gain.

Out of curiosity, are you mailing it to the same e-mail address that you have associated with ProSeries, or a different personal e-mail?


Slava Ukraini!
0 Cheers
ptax255
Level 7

If it helps anyone, the issue was:

1. Outlook has a new app called Outlook(new) and the old one - turns out they are different apps. I uninstalled the New one and kept the existing one

2. Check 64bit in Proseries Options.

ptax255
Level 7

Yes, same email.

0 Cheers
Lori f
Level 2

any idea when Proseries will upgrade to the new outlook app?

0 Cheers
LPTaxServices
Level 2

I use the new outlook and in searching through copilot it mentions being able to go to the options and then email to enter the email account details.

When I go there, there is no option to enter the email information.

I am on the latest version of proseries 2024.

0 Cheers