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bandb2
Level 4
February 4, 2025
Solved

using credits

  • February 4, 2025
  • 2 replies
  • 11 views

After 20 plus years of ProSeries, this year I am using Proconnect, so I am learning about credits. I believe I will be charged a credit if I print or efile a return. Prior to efiling, can I print drafts prior to finalization for review by client, then efile when done, then print final copies, all using only 1 credit?. Thanks

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Best answer by George4Tacks

You can Check Return to view forms for no use of credits. Once you use a credit you can print as many versions of the return as you want. Keep a copy of the final version for yout files.

2 replies

IRonMaN
IRonMaN
Level 15
February 4, 2025

Once you print that first draft you should be billed but that will be the only billing for the client.

Slava Ukraini!
    George4Tacks
    George4TacksAnswer
    Level 15
    February 5, 2025

    You can Check Return to view forms for no use of credits. Once you use a credit you can print as many versions of the return as you want. Keep a copy of the final version for yout files.

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