Keri's Posts

Keri · ‎05-06-2021

This isn't helpful. Anyone using this software should know how to actually produce a grantor trust. The question is how to mark it as a grantor trust in the software. Links to the IRS are a silly res...

This isn't helpful. Anyone using this software should know how to actually produce a grantor trust. The question is how to mark it as a grantor trust in the software. Links to the IRS are a silly response.

Keri · ‎12-17-2020

Wow. This is really helpful information. Especially about Client info not automatically updating when you update info on a return. It doesn't seem like it would be so hard to fix that. I'm re...

Wow. This is really helpful information. Especially about Client info not automatically updating when you update info on a return. It doesn't seem like it would be so hard to fix that. I'm really thinking it might be worth the effort to change. Thank you for your time.

Keri · ‎11-22-2020

I certainly hope you're wrong about that, as the person who sold me on this system absolutely guaranteed there would be a way for me to do this. I'm going to be pretty heated if that turns out not to...

I certainly hope you're wrong about that, as the person who sold me on this system absolutely guaranteed there would be a way for me to do this. I'm going to be pretty heated if that turns out not to be true.

Keri · ‎11-22-2020

This link is broken

Keri's Posts

Keri's Posts

Re: GRANTOR TRUST

Re: You may not believe me but there is no such functionality...

Re: You may not believe me but there is no such functionality...

Re: If you follow this article, you should be able to export...

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