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I received and imported an e-organizer without printing the questionnaire or client-entered data. Is there a way to print it now?

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Level 15

While in the Detail screen > E-OrganizerView taxpayer informationPrint

Although rather tedious, if a particular bit of input is maybe questionable, you can mouse over it and it will say Data Source: E-Organizer or Data Source: Proforma or NOTHING. You should also notice some color variations for Data Souces

 


ex-AllStar
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Level 15

But as I recall, if you already changed something, this print will have the changed data, not the PBC data.


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