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Cannot edit Client Presentations
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Cannot edit Client Presentations
Cannot edit Client Presentations
Submitted by KariGillen on 11-13-2023 04:58 PMIn a recent call with ProSeries support, I was linked to this article about how to make edits to the client presentation: https://proconnect.intuit.com/support/en-us/help-article/form-1040/using-client-presentation-proseri...
The software appears to be designed to edit the Client Presentation template (when you have a 1040 return open), and to apply any template changes to all clients. I am unable to get any changes to stick - I update the language of the rude "get an education" message, save Excel, save the ProSeries file, then preview the Client Presentation and it still has the old rude message. I opened a different 1040 file to see if the template changes worked, and it also still has the old rude message.
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