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aifin
Level 2
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  • We do.But many times we then send invoices out and get paid a few days later (we won't file without payment). And for many of these we need to go back in and ch...
    aifin
    Dec 03, 2025
  • Many times we are preparing a return, after the deadline has passed and we have to put the current date as a date to debit the amount due. However, sometimes th...
    aifin
    8
    Dec 03, 2025
  • Many of our clients do not send estimates with their extensions and this would be perfect for those that dont.This option would not preclude you from doing it t...
    aifin
    Dec 12, 2022
  • Allow an option when transferring client files to new year to remove PREVIOUS year's preparer initials.Every year we should have to enter this field. Not rolled...
    aifin
    1
    Sep 06, 2022
  • From the EF center, select several clients at once and e-file an extension for all selected without opening client file.
    aifin
    10
    Dec 12, 2022
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Member Since ‎12-06-2019
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