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How to print a checklist for all clients?

Article ID

ias-12065

Article Name

How to print a checklist for all clients?

Created Date

13th October 2015

Product

IRIS Personal Tax

Problem

Is it possible to print checklists for all clients in bulk?

Resolution

Users are required to: 1. Log on to IRIS Personal Tax. 2. From the Administration menu, select Checklists. 3. Select All clients. 4. Enable or disable the options on the Checklist Print Options, click OK. This process will generate a checklist for each client.

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