Hi all. I'm trying to identify a log of who worked on a return and and who printed a return from Proseries. I know that with Lacerte that can be done by highlighting the client, pressing F4 and selecting the client log tab. Then you can print this report as a PDF. Does anyone know how this can be done in Proseries?
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I dont beleive that ProSeries has this function.
Do you use different "preparers" in PS? Then the firm/preparer info code is entered on the Info w/s.
Add a column to Home Base called "Preparer" and they will show up. You can then Sort or Filter the list, even print it to Excel.
ProSeries wont show who worked on it or who printed it, will it?
Thank you for the info. These should at least give us some info. Much appreciated.
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