Proseries Client Checklist

Summary

Create a list of items needed for this year's return, based on last year's return. An encrypted version of the list can be emailed. Hi my name is Greg and I work for the new Tax preparers: Save time, money and paper with If there is standard information that you want to appear in every This feature allows you to easily accumulate all of the missing data in your Flag missing data as you work on a This demo illustrates the "Where do I enter" feature in I created this video with the YouTube Video Editor ( youtube.com/editor) Review and keep track of the progress and status of a Creating & Managing Users Program Access Rights.