Tax1040
Level 2

Thank you. We also prefer the conventional organizer.  But sometimes we need a one page list of the client specific W-2s, 1099s, K-1s, etc.  This is all in the organizer but not in a one page list format.  The Checklist is more of a list. 

I saw the csv files but you have to add the client to Link in order to generate.  We do not want to add clients to Link and send them an invite. Any ideas?

 

0 Cheers