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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- Missing client files?
Missing client files?
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jeanmarc
Level 4
03-18-2021
11:54 AM
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Every so often a client file will be missing from the Homebase and I have to reopen the client from the Open File icon at the top of ProSeries and re-save the client for it to appear in the Homebase. This is happening maybe 1 out of every 30-40 taxes. Anyone else experiencing this? Is there a solution? I've tried running the Homebase Maintenance but that did not resolve the issue.
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PATAX
Level 15
03-18-2021
04:13 PM
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Jean Marc. Check the bottom of the list, all the way to the bottom to see if it is there ... In the e-file module this has happened to me, ie some clients have been moved down to the bottom, sometimes both federal and state, sometimes just one... So double-check the bottom of the list. Hope this helps you. Just my opinion
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