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.
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.
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:
Because that seems to be:
1. Linked to the program
2. The place we've been told they will get noticed
"Level Up" is a gaming function, not a real life function.
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.
@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.
Still an AllStar
"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.
@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.
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..
@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.
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:
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 email@example.com?
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
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.
@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 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.
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.
We are currently researching this issue.
To aid in our research, could you please send us the following two files from your install to firstname.lastname@example.org:
ProWin(Net)\21\common\ClientCheckListTemplate.xml and ProWin(Net)\21\common\GlobalText.xml