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Level 3
September 26, 2025
Question

Client organizer - access to full document

  • September 26, 2025
  • 1 reply
  • 5 views

Hi all,

I have a client who wants to see ORG 17 and ORG 18 from the client organizer, because they swear they have expenses that will go on those pages.  However, I've checked, like, 20 clients and none of them have these pages.  It looks like ProSeries only prints pages that have information from the last year on them.  Is there any way to access a full copy of the organizer without printing it to a specific client?

Thanks!

1 reply

Level 5
September 26, 2025

Go to organizer, print, print blank forms.....