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I agree completely with dd4vols regarding letters. I copied the standard letters from PS into WordPad, make my changes, then copy back into PS for each type of ...
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IDK, I use Pro Series, but is there a place for email addresses for each partner/member?
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Aww, no more "See a penny pick it up, all the day you'll have good luck"?
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Where do you enter the current year fee? In the Client Billing Options sheet or the Client Status Sheet? FYI, if you ENTER it on theClient Status Sheet, it neit...
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If the election filing date is within the allowable window from the incorporation date, wouldn't the effective date also be 6/14/24, not 9//09/24? "For a newly ...