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

Can you tell me how to convert client files to a pdf file of the software data for the return, not the image of the return?

Highlighted
Level 1

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

Labels (1)
0 Cheers
1 Solution

Accepted Solutions
Highlighted
Level 15

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

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.

View solution in original post

0 Cheers
4 Replies 4
Highlighted
Level 15
Level 15
What are you trying to accomplish by "converting" to a pdf?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
0 Cheers
Highlighted
Level 15
@ajn-acct Do you want to e-mail a client data file to another preparer?

ex-AllStar
0 Cheers
Highlighted
Level 15
Level 15
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♥¸¸.•*¨*•♫♪
0 Cheers
Highlighted
Level 15

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

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.

View solution in original post

0 Cheers