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THANK YOU SO MUCH, really appreciate it. I was only looking under "Batch actions" on the tax return screen. Not sure why they wouldn't list that feature there v...
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Is there a way to create 2024 returns in bulk? and is there a way to have the assignee stick from year to year. Personally for me it's all of these little steps...
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Why doesn't the changes we make in our edited document check list template affect the personalized check list showing up in link for each client?
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Wouldn't you like to see a document request in our Link document check list for both federal and state estimated tax payments?
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This feature makes life cumbersome for us. Change the email address under the client screen. It's not good that it doesn't go to both and only ONE name appears ...
