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I have one client that no matter what I do I cannot get his organizer type to register. He doesn't show up on reports. I have copied the client and it still happens.

robinjoy
Level 1
 
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George4Tacks
Level 15

I am glad this resolved. It is a bit early to jump in with both feet on both the organizer and proforma. Generally there are some severe bugs in at least the first two releases. 


Here's wishing you many Happy Returns

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5 Comments 5
George4Tacks
Level 15
Is the client "locked"? Try unlocking.

Here's wishing you many Happy Returns
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robinjoy
Level 1
The client had a REP issue since never filed for 18.  Also had an off State return.  Once I deleted the state all is ok now.
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George4Tacks
Level 15
:+1::+1:

Here's wishing you many Happy Returns
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George4Tacks
Level 15

I am glad this resolved. It is a bit early to jump in with both feet on both the organizer and proforma. Generally there are some severe bugs in at least the first two releases. 


Here's wishing you many Happy Returns
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abctax55
Level 15
I wouldn't even go in with just one little toe yet.
"*******Tax software is no substitute for a professional tax preparer*******
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