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I have some specific use cases for read only roles as well. I don't want those users to really even see the details other than clients names and returns. Having...
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I’m preparing a Delaware fiduciary return (FID‑TAX / Form 400) for a resident trust with nonresident individual beneficiaries and need to claim the deduction fo...
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Currently, the only users that can restrict access to a return are the "Company Admin" role. Having those the ability of users to restrict access to other retur...
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On the "Rental and Royalty Income" screen, under the "Property Information" tab, in the "Other Information" section near the bottom, there is a checkbox that is...
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Please create the ability to Bridge to BNA Tax planner. Lacerte and Proseries both have BNA bridge capabilities. A firm that I am merging with have always used ...
