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How do I print a Blank Organizer with custom/modified Questionnaire?

abcpa
Level 1

I modified the default questionnaire and it prints fine when selecting clients, since you can use the drop down.  However, when printing a Blank Organizer, it prints the default organizer questions, even though I overwrote those questions (instead of creating another version of the organizer).

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Accepted Solutions
abctax55
Level 15

Hmm.. odd.  I'd have to go back to 2017 to see if that's different.

A possible work around:

Create a "dummy client" with just a *period* as the name, then print an organizer with your custom settings?

"*******Tax software is no substitute for a professional tax preparer*******
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3 Comments 3
abctax55
Level 15

Hmm.. odd.  I'd have to go back to 2017 to see if that's different.

A possible work around:

Create a "dummy client" with just a *period* as the name, then print an organizer with your custom settings?

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
abcpa
Level 1

That workaround works - thanks for the suggestion!

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abctax55
Level 15

Please mark it solved then, for future searchers.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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