![ProConnect Help](https://uxfabric.intuitcdn.net/web-app/sh-exp-pcg-app-experience/pcg_ohh_icon.2bb472dd.png)
Using the client checklist in ProSeries
by Intuit• Updated 9 months ago
Before you start:
- Client checklist is only available in ProSeries Professional.
- Client checklist will only generate on client files transferred from the prior year software.
- Client checklist is only available on Federal 1040 returns.
- In order to email the client checklist you'll need a supported MAPI compliant email application. The email applications supported are:
- All 32-bit versions of Outlook 2007 or later
- Thunderbird
What is the client checklist feature?
The Client Checklist feature provides a way to help your returning 1040 clients gather the information you need to prepare their individual returns. A client checklist is a letter to a returning Form 1040 client that identifies the documents and information that you're likely to need to complete the client's tax return(s).
You can email an electronic copy of a client checklist to a client, or mail, fax, or hand-deliver a printed copy of a client checklist to a client. When you e-mail the client checklist, the program places the client checklist in an encrypted PDF file, and the client checklist e-mail tells the client how to access the client checklist.
The client checklist for each client is created using the Client Checklist template along with information that was transferred from the client's prior year ProSeries 1040 client file.
To see the Client Checklist template and Client Checklist email template:
- Transfer the data from a prior year ProSeries 1040 client file.
- Open this year's client file with the transferred data.
- From the Tools menu, choose Client Checklist.
- Review the Preview/Customize Client Checklist screen.
Of note:
- The client checklist is shown first.
- The client checklist e-mail is shown below the client checklist.
- The left side is a Print Preview.
- The right side is where you can edit the client checklist and client checklist e-mail.
If you make any changes then select the Save Changes for All Clients button, the changes you made are used for all subsequent client checklists.
Sign in now for personalized help
Ask questions, get answers, and join our large community of Intuit Accountants users.
More like this
- Using client letters in ProSeries Professionalby Intuit•326•Updated December 19, 2023
- How to use Client Billing Options in ProSeriesby Intuit•54•Updated November 17, 2023
- ProSeries Tool Hub: Helping you fix common problems and errors in ProSeriesby Intuit•109•Updated 1 month ago
- Entering the Partners Schedule K-1 in the individual return in ProSeriesby Intuit•68•Updated July 03, 2024
- ProSeries Due Diligence WorkSheetsby Intuit•12•Updated 3 weeks ago