Peter1964
Level 2
Activity Feed
  • I'm in tax season fog already!Thank you for taking the time to respond.Have a great day!
    Peter1964
    Feb 01, 2024
  • I wanted to edit client letters like I do every year, however, the Manage Letters link is not in Tools anymore, or anywhere else that I can see. I opened 2022, ...
    Peter1964
    2
    Feb 01, 2024
  • Standard client letter for state Overpayment and Refund codes pick up the same figure when part of overpayment is applied to next year estimate.
    Peter1964
    1
    Feb 21, 2023
  • It's been working fine last couple of weeks. Today, after I request an eSignature, it makes it to the Recipie t window and the NEXT button is greyed out.
    Peter1964
    Feb 16, 2021
  • My DMS Add-in for Word is not available, even though it is set up. Excel and Outlook Add-in work fine. Word ribbon does not include an Add-in to save to DMS. An...
    Peter1964
    Feb 06, 2021
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Posts 7
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Cheers Received 2
Member Since ‎03-18-2020
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