Client Presentation and Client Advisor
ProSeries Professional
Client Presentation
The Client Presentation feature is a visual report that is generated from the data in a client's 1040 federal tax return in ProSeries. This report contains the following pages:
- Cover Sheet (1pg)
- Bottom Line: Includes refund/balance due, effective tax rate, and two-year comparison data and chart of this information (1 pg)
- Deductions: Contains 2-yr comparison deductions chart and the deduction applied, standard or itemized (1 pg)
- 2-Year Comparison Data: Detailed account of current/prior year data (1 pg)
Client Advisor
The Client Advisor feature is a supplement to the Client Presentation and contains:
- A list of client-specific recommendations for next tax year
- Generated from existing data in a client's 1040 federal tax return in ProSeries
The amount of pages for the Client Advisor depends on the amount of data in the client's return; there are over 70 potential recommendations the program may use.
How These Features Work
Editing and Viewing
You must have Microsoft Excel 2003 or later installed on your computer to use these tools.
To access the Client Presentation and Client Advisor for a client, open their 1040 federal tax return:
- Go to the Tools menu and select Client Presentation.
- Then select either View Client Presentation in Excel or Edit Client Presentation in Excel.
You can edit the text/layout of the Excel spreadsheet which contains both the Client Presentation and the Client Advisor features.
If you click on "Save As" while in Excel, an 'island file' is created (e.g. on desktop, in temp files, etc.) and the file can no longer be accessed via or updated by ProSeries. We do not recommend using Save As, doing so breaks the link between a client's presentation file and the ProSeries program.
If you make edits to Client Presentation and Client Advisor and want/need the original version, select the option "Restore the Default Presentation and Advisor" from the Tools menu under Client Presentation.
We have designed these tools in such a way that editing should not be needed. However, if you do edit these features, please be advised that changes will apply to all returns that use the Client Presentation and Client Advisor.
Network Users: Only one network user can edit the presentation at a time.
Receiving Updates and Restore Default
When you receive updates for ProSeries the Client Presentation and Client Advisor features are automatically reverted back to their original format and all changes will be lost.
Printing
You may choose to print from Excel or from within the ProSeries program. You can also specify whether you want the presentation and advisor to print with returns automatically in the "Print with Return" options.
To print only a presentation and advisor for a current client:
- Open the return for which you want to print a Presentation and Advisor
- Select Print from the File menu
- Within the Print Center, choose Print Selected Forms
- Select the radio button for Client Presentation (includes Client Advisor)
- Click Print
You can specify a specific printer to use for these tools in the Print Center, under Global Print Options. Select Printer, DMS, and PDF Setup, and then click on radio button for "Client Presentation".
Here is a Sample Presentation and Advisor along with additional tips.
Also note that the Client Presentation and Client Advisor cannot be printed to PDF or sent to the DMS program in tax year 2007.
The Client Presentation and Client Advisor features are only available for 1040 Complete, Powertax and PowerTax-Lite customers, free for tax year 2007. These features are not available for states or business products.