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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?

ajn-acct
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

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IRonMaN
Level 15

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


Slava Ukraini!

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6 Comments 6
Just-Lisa-Now-
Level 15
Level 15
What are you trying to accomplish by "converting" to a pdf?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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George4Tacks
Level 15
@ajn-acct Do you want to e-mail a client data file to another preparer?

Here's wishing you many Happy Returns
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Just-Lisa-Now-
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♥¸¸.•*¨*•♫♪
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IRonMaN
Level 15

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


Slava Ukraini!
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haiyede1952
Level 1

I need to email client's copy to client

TAXOH
Level 11

If you use Proseries

Open the client file, when you go to print the return, change the option to pdf instead of printer before sending it to the printer