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kevinmcg
Level 2
January 20, 2024
Solved

Client Organizer

  • January 20, 2024
  • 1 reply
  • 20 views

Trying to create a 2023 client organizer for existing client. Instructions say go to file transfer and select box 1 "2022 Form 1040 to 2023 Organizer". This is not an option in the drop down window - has anyone had a similar problem?

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Best answer by IRonMaN

ProSeries Professional


Click on updates.  Then click on select and download new products.  Make sure that the organizer module is checked.

1 reply

IRonMaN
IRonMaN
Level 15
January 20, 2024

Did you purchase the organizer module?  

Slava Ukraini!
K
kevinmcgAuthor
Level 2
January 20, 2024

I believe so - I am on a year 3 of my 3 year contract. I was able to generate the client organizers in prior years. I assume the features would be the same over the 3 years.

IRonMaN
IRonMaN
Level 15
January 20, 2024

I wasn't aware that ProSeries offered 3 year contracts.  Which package did you purchase?

Slava Ukraini!
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