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In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
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- Missing client files?
Missing client files?
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jeanmarc
Level 4
03-18-2021
11:54 AM
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Every so often a client file will be missing from the Homebase and I have to reopen the client from the Open File icon at the top of ProSeries and re-save the client for it to appear in the Homebase. This is happening maybe 1 out of every 30-40 taxes. Anyone else experiencing this? Is there a solution? I've tried running the Homebase Maintenance but that did not resolve the issue.
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PATAX
Level 15
03-18-2021
04:13 PM
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Jean Marc. Check the bottom of the list, all the way to the bottom to see if it is there ... In the e-file module this has happened to me, ie some clients have been moved down to the bottom, sometimes both federal and state, sometimes just one... So double-check the bottom of the list. Hope this helps you. Just my opinion
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