Skip to main content
Level 1
November 13, 2023
New

Cannot edit Client Presentations

Related products:ProSeries
  • November 13, 2023
  • 0 replies
  • 1 view

In 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-proseries/L3TluBKvQ_US_en_US

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.