We have had an issue for many years with the program which causes us considerable time to correct every year we transfer a particular client, and a bit on other clients as well.
The programming carries notes (the type with the pencil notation) from year to year in Sch Es and K-1s based on the numerical order of the particular Sch E or K-1 in the program. Should a property or partnership be sold in a year, the placement of a note on another property or K-1 remains in the same numerical order, not with the correct property or K-1. For example, you have 3 properties. There is a note on the second property's Asset entry worksheet. Should the first property be sold, the note shows up now on what was the third property's asset entry worksheet, rather than the correct property, because it is now the second listed property.
I would like to request that the programming be changed to recognize the property ID or K-1 EIN and carry notes accordingly within that property.
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