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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?
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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What are you trying to accomplish by "converting" to a pdf?
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@ajn-acct Do you want to e-mail a client data file to another preparer?
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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.
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4 people found this helpful
You can't convert the client files to a pdf. All you can do is print the return to a pdf.
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