ajn-acct
Level 1
‎12-07-2019 10:09 AM

I need to know how to convert the client data to a pdf file, not for attachment of pdf data but to access the entire client file to a pdf

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Just-Lisa-Now-
Level 15
Level 15
‎12-07-2019 10:09 AM
What are you trying to accomplish by "converting" to a pdf?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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George4Tacks
Level 15
‎12-07-2019 10:09 AM
@ajn-acct Do you want to e-mail a client data file to another preparer?

Here's wishing you many Happy Returns
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Just-Lisa-Now-
Level 15
Level 15
‎12-07-2019 10:09 AM
I thought maybe they're trying to convert it to a format that they can pull the data from a pdf into tax program....we may never know.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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IRonMaN
Level 15
‎12-07-2019 10:09 AM

You can't convert the client files to a pdf. All you can do is print the return to a pdf.


Slava Ukraini!

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haiyede1952
Level 1
‎02-02-2022 07:04 PM

I need to email client's copy to client

TAXOH
Level 11
‎02-02-2022 07:08 PM

If you use Proseries

Open the client file, when you go to print the return, change the option to pdf instead of printer before sending it to the printer