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- Allow Client Checklist to be printed as part of the Organizer for 1040
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Allow Client Checklist to be printed as part of the Organizer for 1040
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Allow Client Checklist to be printed as part of the Organizer for 1040
Allow Client Checklist to be printed as part of the Organizer for 1040
Submitted by tcurran07 on 10-08-2021 08:31 AMThe Client Checklist is a custom, easy to follow roadmap that simplifies the data collection process.
PLEASE make the Client Checklist Letter printable from the "Organizer for 1040" so that it can be isolated and batch printed to be sent directly to SmartVault (the same way the Short and Long Organizers and tax forms are pushed to SmartVault)
Right now, the Client Checklist can only be printed after rolling forward the 1040 to the current year product.
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Thanks for the suggestion!
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