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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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