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@itonewbie. Thank You!Okayyy. I got it.I was (apparently) just slightly below where you were directing me.(Frequently an image/photo is worth hundreds of words)...
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@itonewbie. So you're explaining that the following sequence is incorrect?•"Tax Returns" Tab (on left side)•Select Client's Return - by clicking Action > "View ...
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@itonewbieand @George4Tacks.Thank You both for your replies.Update ->I followed your provided instructions & quickly realized that I had already been to this me...
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@itonewbie. Thank You for your reply (& the additional clarification). 👋🏾Th. 3/30/2023
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@George4Tacks. Greetings,EXACTLY what "client screen" are you referencing?FYI... Shortly after creation of the tax return, the return was "assigned" to the prep...
