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Level 2
December 7, 2019
Solved

I have one client that no matter what I do I cannot get his organizer type to register. He doesn't show up on reports. I have copied the client and it still happens.

  • December 7, 2019
  • 4 replies
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Best answer by George4Tacks

I am glad this resolved. It is a bit early to jump in with both feet on both the organizer and proforma. Generally there are some severe bugs in at least the first two releases. 

4 replies

George4Tacks
Level 15
December 7, 2019
Is the client "locked"? Try unlocking.
Answers are easy. Questions are hard!
robinjoyAuthor
Level 2
December 7, 2019
The client had a REP issue since never filed for 18.  Also had an off State return.  Once I deleted the state all is ok now.
George4Tacks
Level 15
December 7, 2019
:+1::+1:
Answers are easy. Questions are hard!
George4Tacks
Level 15
December 7, 2019

I am glad this resolved. It is a bit early to jump in with both feet on both the organizer and proforma. Generally there are some severe bugs in at least the first two releases. 

Answers are easy. Questions are hard!
abctax55
Level 15
December 7, 2019
I wouldn't even go in with just one little toe yet.
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