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- How do I edit the client check check list?
How do I edit the client check check list?
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tomjdumas
Level 1
12-19-2021
02:25 PM
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Where do I edit the client check list/
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Just-Lisa-Now-
Level 15
12-19-2021
04:39 PM
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Tools > Checklist > Customize is on the right side of the window. The tax document descriptions come from the worksheets in the return.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
