Tax Return Folders

[mvp2885]

Trying to look more professional to my clients so upgrading to some good folders this year. I was looking at the double window folders from intuit; https://intuitmarket.intuit.com/tax-products/tax-return-folders. 

The question is, I use Proseries professional workstation, can the software create a cover sheet like the one on the picture? Like I want the clients info and our info to appear on the windowed folder. Or do you typically do it manually on Word and just change the person's name? Please advice. Thanks! 

[IRonMaN · Accepted solution]

ProSeries calls it a slip sheet that you can print.

[Just-Lisa-Now-]

that link gives me a 404 error, page not available

[IRonMaN]

It didn't work for me either, but if they are looking at Intuit tax stuff "slip sheet" has got to be the answer 

[Just-Lisa-Now-]

I have no clue how slip sheets work, Ive never had one print out, I dont think Ive ever even seen one anywhere  LOL  Maybe Ive got them set to never print?  Im on new computers with fresh installs, so that seems unlikely, but at least Im not stuck with them printing when I dont want them!

[mvp2885]

here is the proper link; https://intuitmarket.intuit.com/tax-products/tax-return-folders

How do I get to this Slip print you are referring to? 

[mvp2885]

Looks like I found it!! 🙂 Thanks for giving me the specific name! 🙂 

[IRonMaN]

Just to make sure you get things setup right:

To get it formatted correctly - Click tools > global slip sheet options 

Then go into file > print options > control which forms to print

[abctax55]

I may be late to the party... BUT, check out CFS Tax Tools.   https://www.taxtools.com/

Their folders are nice (IMHO), the prices are good (probably less than Intuit), they work with PS, Lacerte, etc.   Just be sure to order the correct ones.

And BTW, their customer support is spectacular.  The Company is a pleasure to deal with.

And no, I don't get a kickback from them