Sail
Level 2
12-30-2019
07:20 PM
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Would like to be able to print a New Client Organizer in Pro Series without having to enter a dummy Social Security Number. Similar to the article found in Pro Connect: https://proconnect.intuit.com/community/help-articles/help/printing-a-blank-organizer/00/5981
The reason for the New Client Organizer is to get the customers SSN / EIN in the first place.
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