Activity Feed
- Posts
- Replies
-
Allow the client name to be edited and allow the client type to be edited. For some reason (and this goes back years so I do not know why this happened), when I...
-
Similar to the batch process for emailing the link to the engagement letter, questionnaire, and document request, allow a batch process for emailing a link for ...
-
Currently when you create an amended return, the original return filing status and extension status are associated with the Amended Return. These statuses shoul...
-
My client has a Roth IRA distribution in 2022 with blank taxable amount, the taxable amount not determined box checked, and Code T. I have reviewed his contribu...
