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I am running the client tax organizers and it seems crazy that I have to go to each client and then select to download the organizer. I was able to select for a...
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Thank you so much. They changed how you can run the organizers and this year you have to go into each individual client to review the document and then print it...
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I can select the batch actions to generate the prior year worksheets that would show the 2023 activity but I can't get the worksheets to print and cannot figure...
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Thank you so much. Just a shame that I had to try to figure out how to put the list in alphabetical order and get rid of columns. I was so spoiled with using La...
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I need to be able to print a list of my 1040 clients that would show names and addresses.How do I do this?
