Activity Feed
- Posts
- Replies
-
Can't change or edit the email template for esignature. It still says 2023 for the tax return year and I have to edit each one as I send it. I have always been ...
-
This was a year ago. I know I solved it but I think I had to call tech support and they figured it out. Sorry I don't have an exact memory of what happened.
-
The current Short organizer contains questions that are no longer relevant and doesn't have others that are needed. The casualty loss and moving expense questio...
-
I have always added my own custom list of questions at Intuit Link for my clients. This year I was able to do this with the first client I set up on January 12t...
-
I often override billing amounts or codes, such as when I have already prepared estimated payment forms for the client but the return is competed after several ...