stevioi
Level 1
12-07-2019
09:00 AM
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Best Answer Click here
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abctax55
Level 15
12-07-2019
09:00 AM
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1) Make sure you are on the "clients" tab (the one showing the list of all your client), not actually in the file itself.
If that doesn't work....
2) Update your 2017 software (using WebSetUp & force it to reinstall if necessary) - You must have the last update from late in the year (ie, Nov/Dec of 2018) as that's the one that has the proforma/organizer function.
"*******Tax software is no substitute for a professional tax preparer*******
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abctax55
Level 15
12-07-2019
09:00 AM
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@stevioi .... which one worked?
"*******Tax software is no substitute for a professional tax preparer*******
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