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I found this form once, filled it in, saved the file, went back in and the form is gone. Cannot find it either under Form Search.
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How do I add this form to file?Read through the board, no answers that work.Search the CA
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Missed that one. Will look for it. And yes, we also do double save. Getting frustrating.
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Review of files show it has been happening periodically since the beginning of this year. But we did not discover it until a client asked for a follow up on his...
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Tired of being asked the same questions. Verified data, saved, go back in and it is not the same. Including client bank accounts. It is like it is getting writt...
