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Update/ modify taxpayer Occupation tables

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Level 2

Where do I modify the listing of Occupations for the taxpayer and spouse information in the Client Information (page 1)? There are a lot of misspelled occupations in this software from previous years of being used. I need to update this to remove some of these wrong ones.

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4 Replies 4
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Level 15

Settings > Table Editor

You clean up a bunch of mispelings in their. Get ona yur gud spelers to revue it ona reglar basis. 

 


ex-AllStar
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Level 2

I see those tables and I can update stuff like interest payers, dividend payers, employer names, and on and on. I just cannot find anything for the taxpayer. 

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Level 15
You are right, my error. It is much more obvious. Click the down arrow for occupation and it will show the list. Scroll through and RIGHT click the offending name and select DELETE.

ex-AllStar
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Level 2

This works on page 1, the Client Info screen. But it doesn't do anything for the tables. I wonder if there is some sort of admin/security setting that is not allowing me to view/edit this table. No matter how many times I change a spouse to "Retired", it never updates the tables. The weird thing is that I only have 8 options on the drop down and nothing I add or change flows through to any other taxpayer.Capture.PNG

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