|
List by 'Approver/Partner'
|
|
1
|
548
|
February 20, 2020
|
|
Gross wages from T4 summary
|
|
2
|
723
|
February 5, 2020
|
|
Client manger not indexing
|
|
1
|
720
|
January 14, 2020
|
|
Filtering for farm or business clients
|
|
0
|
512
|
January 3, 2020
|
|
Name fields
|
|
3
|
749
|
December 11, 2019
|
|
Last Name, First name
|
|
3
|
1442
|
December 8, 2019
|
|
Finding the "last return done" or "next return due"
|
|
5
|
754
|
September 11, 2019
|
|
Client manger
|
|
0
|
630
|
July 17, 2019
|
|
Client manager - Line search
|
|
1
|
633
|
May 27, 2019
|
|
Persistent issues with Client Manager indexing
|
|
2
|
752
|
April 18, 2019
|
|
Turning 18
|
|
2
|
802
|
March 8, 2019
|
|
Moving to a new drive
|
|
3
|
1115
|
February 22, 2019
|
|
Physical File Location
|
|
17
|
2765
|
February 18, 2019
|
|
Client Manager - quick searches all blank!
|
|
3
|
1120
|
January 23, 2019
|
|
Is there a way to have Client Manager data synced to a live Excel Online file
|
|
1
|
696
|
January 16, 2019
|
|
Wrong currency symbol in Client Manager
|
|
4
|
1441
|
January 16, 2019
|
|
Background Settings
|
|
6
|
1419
|
January 2, 2019
|
|
Searching and Filtering T1s Efiled and paper filed together
|
|
1
|
628
|
January 2, 2019
|
|
Client Manager for Tax Return status
|
|
16
|
5676
|
December 19, 2018
|
|
Filter Sets
|
|
2
|
2004
|
December 19, 2018
|
|
Client manager filter for TOSI
|
|
4
|
1201
|
December 17, 2018
|
|
Filter
|
|
0
|
660
|
December 13, 2018
|
|
Best procedure for file loading (T1 and T2)
|
|
0
|
773
|
October 5, 2018
|
|
Client Manager woes - "complete"
|
|
2
|
927
|
May 25, 2018
|
|
Client manger - Zapier Integration
|
|
4
|
1303
|
March 26, 2018
|
|
Quick Searches - Date return is successfully transmitted
|
|
0
|
756
|
March 21, 2018
|
|
Client Manager >> "not" {status selected}
|
|
7
|
1110
|
March 20, 2018
|
|
Telephone numbers
|
|
18
|
3164
|
March 20, 2018
|
|
Auto hide prior years in client manager
|
|
3
|
1154
|
March 6, 2018
|
|
Client Manager Efile Status
|
|
5
|
2600
|
January 26, 2018
|