|
Gross wages from T4 summary
|
|
2
|
716
|
February 5, 2020
|
|
Client manger not indexing
|
|
1
|
715
|
January 14, 2020
|
|
Filtering for farm or business clients
|
|
0
|
510
|
January 3, 2020
|
|
Name fields
|
|
3
|
743
|
December 11, 2019
|
|
Last Name, First name
|
|
3
|
1419
|
December 8, 2019
|
|
Finding the "last return done" or "next return due"
|
|
5
|
741
|
September 11, 2019
|
|
Client manger
|
|
0
|
623
|
July 17, 2019
|
|
Client manager - Line search
|
|
1
|
628
|
May 27, 2019
|
|
Persistent issues with Client Manager indexing
|
|
2
|
739
|
April 18, 2019
|
|
Turning 18
|
|
2
|
798
|
March 8, 2019
|
|
Moving to a new drive
|
|
3
|
1096
|
February 22, 2019
|
|
Physical File Location
|
|
17
|
2695
|
February 18, 2019
|
|
Client Manager - quick searches all blank!
|
|
3
|
1104
|
January 23, 2019
|
|
Is there a way to have Client Manager data synced to a live Excel Online file
|
|
1
|
687
|
January 16, 2019
|
|
Wrong currency symbol in Client Manager
|
|
4
|
1433
|
January 16, 2019
|
|
Background Settings
|
|
6
|
1406
|
January 2, 2019
|
|
Searching and Filtering T1s Efiled and paper filed together
|
|
1
|
621
|
January 2, 2019
|
|
Client Manager for Tax Return status
|
|
16
|
5637
|
December 19, 2018
|
|
Filter Sets
|
|
2
|
1993
|
December 19, 2018
|
|
Client manager filter for TOSI
|
|
4
|
1197
|
December 17, 2018
|
|
Filter
|
|
0
|
659
|
December 13, 2018
|
|
Best procedure for file loading (T1 and T2)
|
|
0
|
772
|
October 5, 2018
|
|
Client Manager woes - "complete"
|
|
2
|
918
|
May 25, 2018
|
|
Client manger - Zapier Integration
|
|
4
|
1281
|
March 26, 2018
|
|
Quick Searches - Date return is successfully transmitted
|
|
0
|
746
|
March 21, 2018
|
|
Client Manager >> "not" {status selected}
|
|
7
|
1095
|
March 20, 2018
|
|
Telephone numbers
|
|
18
|
3144
|
March 20, 2018
|
|
Auto hide prior years in client manager
|
|
3
|
1136
|
March 6, 2018
|
|
Client Manager Efile Status
|
|
5
|
2582
|
January 26, 2018
|
|
All clients doubled
|
|
4
|
1182
|
December 12, 2017
|