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Errors on 2024 Short and long Pro Series income tax organizers

1.  Page #2 of the short organizer asks clients for 2023 amounts. All topics listed below the header should state 2024 or 2023.

2. For all pages of the long organizer, 2023 tax data is not being transferred and is reflected in the 2023 data columns.

 

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4 Comments 4

Bote: should have read 2024 NOT 2023

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Jim-from-Ohio
Level 11

could be because the 2024 software is stil in it's infancy and not ready

Terry53029
Level 14
Level 14

Don't worry about errors until January

jeffmcpa2010
Level 11

Actually the Short Organizer form printing is correct at least for me....The 2023 Amount column is filled in by the program if there was an entry for that line in 2023.

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