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Is there a way to print out a report for each tax pro in the office, showing returns completed, paid etc?

Judy M
Level 1

I had three tax pro's last year and kept an excel spread sheet. This year I am adding 4 more, I don't want to spend hours just record keeping. Is there a way to print out a quick report weekly?

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IRonMaN
Level 15

No.  ProSeries is a tax software, not an accounting software.  Have you ever thought about purchasing an accounting software to handle that kind of stuff for you?

ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)

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IRonMaN
Level 15

No.  ProSeries is a tax software, not an accounting software.  Have you ever thought about purchasing an accounting software to handle that kind of stuff for you?

ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)

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