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ProSeries Support

Additional ProSeries Software Topics for Tax Year 2007

There are no known issues specific to the Forms Library, Practice Manager, Research Library, or Source Doc Auto-Entry at this time.

Client Advisor and Client Presentation

• Edits Made to Client Advisor Do Not Save
• Client Advisor Contains a Typo in the First Paragraph

Client Checklist

• Error Message: "Unable to E-Mail Client: Firm E-Mail address is blank."
• Error Message: "Either there is no default mail client or the current mail cannot fulfill the messaging request..."
• After Installing an Update a Customized Client Checklist May Get Overwritten
• Unable to Send Emails or Save to PDF Files in Client Checklist After Installing the Latest ProSeries Update

Client Organizer

• How do I use the Download Next Year's ProSeries Product feature?
• How do I download and install products and updates?
• How do I install and update ProSeries software from the CD?
• How do I print selected forms or blank forms in Client Organizer?
• What is the Short Organizer and how do I print it?
• How do I stop SSNs from printing on Organizer forms?

Document Management System (DMS)

• When Viewing Tax Returns in DMS the Font May Be Difficult to Read
• ProSeries DMS Getting Started Guide for Tax Year 2007 (PDF)

Fixed Asset Manager (FAM)

• Error Message: "ProSeries Fixed Asset Manager has encountered a problem and needs to close..."
• ProSeries Fixed Asset Manager May Crash When Importing an Asset Without a Depreciation Method

Tax Year 2006

• Additional ProSeries Software Topics for Tax Year 2006

Last updated: 02/06/2008

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