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Some fields you can drill down and see the details on past years locked returns. This helps me to review details I made in a prior year. But not all fields have...
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I want to start adding a surcharge % to every invoice, with the same functionality of the current "sales tax field" But in California we don't charge sales tax ...
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In the individual module, when emailing a client the program picks up the first name of the taxpayer field and starts the email with "Dear" (clients first name)...
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No can't reset password. not sure where the article picture you are talking about is?
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@George4TacksYea this article doesn't help with the "Firm Password". The password for the client works fine. But the master "Firm Password" is gone in my WIN 11...
