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Edit Client List

Anonymous
Not applicable

How do I edit a client number on the Client List to remove an &?

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Accepted Solutions
abctax55
Level 15

Ctrl + N  = renumber.

Be advised if you've already received REP on the client, you'll get a diagnostic about being charged again.  BUT, unless you've changed the SSN or FEIN. you shouldn't actually *get* charged.  And if Intuit screws up (imagine THAT happening /S  :-), you can log in to "MyAccount" and get the duplicate charge reversed.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

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1 Comment 1
abctax55
Level 15

Ctrl + N  = renumber.

Be advised if you've already received REP on the client, you'll get a diagnostic about being charged again.  BUT, unless you've changed the SSN or FEIN. you shouldn't actually *get* charged.  And if Intuit screws up (imagine THAT happening /S  :-), you can log in to "MyAccount" and get the duplicate charge reversed.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"