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JFHFIRM
Level 1
Products
  • Lacerte Tax
    Experience: 35 years
  • ProConnect Tax
    Experience: 2 years
Activity Feed
  • In the document section, documents are associated with a tax year. Can we add a Non Tax year section to upload documents that do not relate to a single tax year...
    JFHFIRM
    1
    Oct 23, 2023
  • Saving print setting for returns should allow a separate item just for tax payment vouchers due. Estimates are able to be separate, but actual tax payments must...
    JFHFIRM
    2
    Oct 15, 2023
  • When creating a tax plan, most of our clients want to see next year potential figures AFTER/WHILE filling current year return. ProConnect tax plan only uses pri...
    JFHFIRM
    Mar 23, 2023
  • Please add a time stamp or time entry field for status changes. This would allow the firm/accountant to be able to know the order to work returns by when they c...
    JFHFIRM
    2
    Nov 05, 2023
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Posts 4
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Member Since ‎03-23-2023
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