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Im looking for instructions for changing the Homebase View for Pro Series BASIC. There's plenty of articles for Pro Series Porf but are there no options for Bas...
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Thanks for the info but I tried both things but it didnt work. I also tried deleting the phone number from the Firm info and type it back in but that didnt work...
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Transferred client from 2023, when Third Party Designee is checked on Info Worksheet Error code comes up saying "3rd party designee phone should be entered. The...
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Federal individual return on the Federal information worksheet
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Keep getting an error code when 3rd Party Designee is checked. asking for Preparers phone number because it's not transferring from Firm Information.
