Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How do I suppress teh organizer but print the engagement letter and questionnaire for a group of clients?

dymarie
Level 1
 
0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Solution

Accepted Solutions
abctax55
Level 15

OR:

Highlight all the clients you want an engagement letter for

Tools > organizers > suppress everything EXCEPT engagement letter.  

Print

I think this would work... 


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

View solution in original post

0 Cheers
6 Comments 6
abctax55
Level 15

OR:

Highlight all the clients you want an engagement letter for

Tools > organizers > suppress everything EXCEPT engagement letter.  

Print

I think this would work... 


"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
0 Cheers
George4Tacks
Level 15
" EXCEPT engagement letter" and questionnaire.

Here's wishing you many Happy Returns
0 Cheers
abctax55
Level 15
Picky, picky, picky....  :smiling_imp::smiling_imp:
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
0 Cheers
George4Tacks
Level 15
I know, Mommy trained me well. Still an excellent answer to a question I think we both looked at earlier.

Here's wishing you many Happy Returns
0 Cheers
abctax55
Level 15
Yep...& I'm not sure why I didn't post my solution earlier.  I got distracted?  Which happens quite easily these days...

I'm 99% sure it works; but I print all my organizers with the engagement letter included.   But there's something in the back of my mind that it hangs the system up... Or maybe that's if you try to do it via partial return?  
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
0 Cheers
abctax55
Level 15

https://accountants-community.intuit.com/questions/1759523-is-there-a-way-to-print-just-the-engageme...

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