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Client Name List

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Client Name List

Jerry S

For the Homebase client List please go back to listing both names ( taxpayer and spouse)- I have a number of clients with the same last name. This was a change from the previous editions and has already caused me extra work!

Status: New
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5 Comments
Just-Lisa-Now-
Level 15
Level 15

Are you using Professional or Basic?

My homebase shows both taxpayer and spouses names. The font is different, but the content in the name line is exactly the same in 2019 and 2020.

Do you just need to make the column wider so you can see the entire box?  Drag and drop the column margins to increase the width.

Just-Lisa-Now-
Level 15
Level 15

Are you using Professional or Basic?

My homebase is exactly the same as 2019, the font is different, but the content and layout is the same.

Do you just need a wider box to be able to see the entire name?  Drag and drop the column margins for a wider name box.

Just-Lisa-Now-
Level 15
Level 15

So something went goofy and I ended up typing and posting twice (the first one disappeared? as I hit Comment)   Sorry!

Jerry S
New Member

Thank You - your answer worked. Very helpful and appreciated.    I'm a 79 year old farmer so I need my hand held  sometime. However I specialize in doing farm tax returns for over 50 years!

Just-Lisa-Now-
Level 15
Level 15

Happy to help!  🙂

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