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Client Check List

clr600
Level 7

ATTN: Orlando

When I try to print the Client Check List on the clients that do not have any additional paperwork the bottom paragraph and signature does not print. Please check on this.

Thanks

 

Labels (1)
33 Replies 33
George4Tacks
Level 15

I assume Orlando is some tech you spoke with. Your message will not reach him through this forum. There are likely a multitude of errors in the Client Check List. I would suggest you wait until you get at least one more update to the program to fix known errors. You should contact support to let them know what is happening with your situation.

 


ex-AllStar
Orlando
Intuit Alumni

Orlando is me, the new ProSeries Engineering Manager. I'm keeping an eye out for any programming issues that escaped, in order to find and fix as rapidly as possible.   If you're seeing it, we probably don't know about it - so I appreciate the reports.

qbteachmt
Level 15

@Orlando 

Holy Cow, I don't believe we've seen an Intuit person conjured into the community forum like this. Welcome. Since you intend to keep an eye out for programming issues, I would like to make sure you remember to watch the section Intuit created for these submissions:

https://proconnect.intuit.com/community/proseries-tax-idea-exchange/idb-p/603

Because that seems to be:

1. Linked to the program

2. The place we've been told they will get noticed

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"Level Up" is a gaming function, not a real life function.
Orlando
Intuit Alumni

Thanks! I *think* the feed I'm looking at shows both things submitted here and things submitted in the idea exchange, but I will look in both spots just to be sure. I'll also be reviewing the full backlog of submissions there (not just new items and highly voted items). 

As I find things, I'm entering them in our tracking system. Some I'm able to fix immediately (despite being a manager, I code as well).. others i'm assigning to engineers as they free up from committed work. I appreciate the communities engagement on reporting these issues and ideas, and also appreciate the patience as we work to address them.

 

2020-11-25_15-44-38.png

itonewbie
Level 15

@Orlando  Agree with @qbteachmt.  Perhaps you could speak with your counterparts of other Intuit tax products about taking the same initiative?  I'm sure that gesture would be appreciated by Lacerte and PTO users.

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Still an AllStar
sjrcpa
Level 15

I was wondering why they provided this only for ProSeries.

But I also expected it was only for lip service purposes, so I wasn't too upset.


ex-AllStar
Orlando
Intuit Alumni

"This" being the tax-idea exchange? I had assumed PTO and Lacerte had similar, but honestly am not too familiar with their ecosystems as I'm focused on ProSeries.

In terms of lip service... I can't speak for the past. I can just say i've personally implemented two requests in the past week that you'll seen in December (check/uncheck all in print center and zoom in homebase) and hope to make better/faster progress as engineers free up. Unfortunately a ton of effort goes into keeping up with tax law changes and shoring up aging technology/infrastructure.. but I will carve out more time to address things brought up here. 

sjrcpa
Level 15

""This" being the tax-idea exchange?"  Yes. PTO and Lacerte do not have this.

@Orlando You are a breath of fresh air. Too bad I'm not a ProSeries user. 😉


ex-AllStar
George4Tacks
Level 15

@Orlando The tax-idea exchange is(or maybe was, since I can no longer find a link to it. Possibly it is just an in product link and I am Lacertian) https://proconnect.intuit.com/community/proseries-tax-idea-exchange/idb-p/603 but this thread was posted in 'Discussions" https://proconnect.intuit.com/community/proseries-tax/discussion/03/303 

It is still refreshing to see you here. 


ex-AllStar
Orlando
Intuit Alumni

For sure.. I think there are different theories on how to best engage and allocate limited time/resources. Obviously I think my way is best (engage with you here, listen and make addressing what we hear a priority).. and hope we have a great year that proves it..

 

 

Skylane
Level 9
Level 9

@Orlando , welcome to the asylum. For years, I had been posting a 'bug blog,' in the community, with the intent of  tracking program issues, and anticipated resolutions,  that a user could easily reference and track the issue du jour. The theory is that tracking current issues will cut down repeated posts and calls to the help desk.

If at first you don’t succeed…..find a workaround
Orlando
Intuit Alumni

Thank you for the welcome, and thank you for providing that service. Sounds useful. We have an internal issue tracking tool, but I'll talk to Austin about what we can do to better communicate known issues and status.

Orlando
Intuit Alumni

Thank you for reporting this. I was not able to reproduce, probably because I don't fully understand the issue or there is something more subtle going on.

This is what I see when I print a Client Check List:

2020-11-25_14-48-30.png

Am I doing something different than you are? If possible could you include a screenshot of what you are getting, or print to PDF and email to proseries_engineering@intuit.com? 

clr600
Level 7

Orlando

My bad. I deleted some things in additional paperwork that I do not need to tell my clients and did not replace it with anything so I did not have anything in that section so it did not print that section or anything beyond that. Thanks Charles

0 Cheers
Orlando
Intuit Alumni

You're welcome, thank you for double checking and confirming!

0 Cheers
dventresca
Level 1

The option to edit the checklist is not available.  I was able to edit when software first was downloaded and made changes now not available.  Any suggestions.  

0 Cheers
Orlando
Intuit Alumni

I'm not sure I'm following.  If you open a client return, choose Tools -> Client Checklist, make changes.. you don't see the "Save for All Clients" button? Or are we talking about different parts of the product or different behavior?

0 Cheers
lori3
Level 2

Orlando,

Is there a way to add the client's last name at least (with address would be even better)? If we print these off in batches, we have no way of knowing which client's they are specifically.

0 Cheers
qbteachmt
Level 15

Oh, bad news. I see Orlando's nametag is "alumni" and that username hasn't posted here since June 2021.

*******************************
"Level Up" is a gaming function, not a real life function.
lori3
Level 2

Of course that's how it would go!

IRonMaN
Level 15

Must be working out of the Intuit Siberian office - no internet connection there.


Pot Stirrer Gold Medalist - Rio de Janeiro Games
Angela_13
Employee
Employee

Hi lori3,

I did find a way to add the client's last name, but it isn't the best solution.

You can add the last name by entering the full name in Part XII - Client Letter Information of the Federal Information Worksheet.

I will enter a request for this functionality to be added to the Client Checklist.

 

2021-12-02_18-06-13.png

 

2021-12-02_18-07-34.png

 

 

0 Cheers
Angela_13
Employee
Employee

@lori3 The ability to include the client last name and address on the Client Checklist was included in yesterday's program update.

You should now see this checkbox when viewing the Client Checklist:

Client_Checklist.png

 

0 Cheers
sjrcpa
Level 15

@Angela_13 Do you really have the power to get them to do something?

Or is it just a coincidence that it happened, as in they were doing it anyway?

 A cynical, jaded, been around the block mind wants to know.


ex-AllStar
abctax55
Level 15

Welllllllll...her tag does say *expert* 😂

(I wanna be a member of the pot stirring club too)
Angela_13
Employee
Employee

@sjrcpa  If I see something that is definitely a defect or is less than undesirable behavior, I take it back to our ProSeries development team and lobby to get it fixed. It just happened that this was reported during the time of the year when Client Checklists are sent out to clients, so the team decided to prioritize this new functionality.

 

clr600
Level 7

What you say about the address and name is not in mine, why.

0 Cheers
Angela_13
Employee
Employee

@clr600 Please check to see that you are on the latest version by going to Help > About ProSeries . On the version tab, the version you want to be on is wPro.2021.05.00.13.

You should see the checkbox option when you access the Client Checklist from within an open client file.

0 Cheers
clr600
Level 7

I have wPro 2021050013 version, but I do not have the check box that you speak of in the client checklist. When I click on the dialog box where you say the check box is it gives me a syntax error.

I just went in and repaired my updates and that did no good.

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Angela_13
Employee
Employee

@clr600 I'll get this reported to the team.

What version of Windows do you have?

Could you also please send a screen shot of the syntax error to proseries_engineering@intuit.com?

Thanks,

Angela

0 Cheers
clr600
Level 7

Windows 10

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BobRA1728
Level 1

We are on version wPro.2021.06.00.11 and we do not see this box to put client name and address on the client checklist.

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Angela_13
Employee
Employee

@BobRA1728 

We are currently researching this issue.

To aid in our research, could you please send us the following two files from your install to proseries_engineering@intuit.com:

ProWin(Net)\21\common\ClientCheckListTemplate.xml and ProWin(Net)\21\common\GlobalText.xml

Thanks,

Angela

0 Cheers