|
List by 'Approver/Partner'
|
|
1
|
548
|
February 20, 2020
|
|
Gross wages from T4 summary
|
|
2
|
718
|
February 5, 2020
|
|
Client manger not indexing
|
|
1
|
716
|
January 14, 2020
|
|
Filtering for farm or business clients
|
|
0
|
512
|
January 3, 2020
|
|
Name fields
|
|
3
|
745
|
December 11, 2019
|
|
Last Name, First name
|
|
3
|
1434
|
December 8, 2019
|
|
Finding the "last return done" or "next return due"
|
|
5
|
747
|
September 11, 2019
|
|
Client manger
|
|
0
|
629
|
July 17, 2019
|
|
Client manager - Line search
|
|
1
|
632
|
May 27, 2019
|
|
Persistent issues with Client Manager indexing
|
|
2
|
743
|
April 18, 2019
|
|
Turning 18
|
|
2
|
800
|
March 8, 2019
|
|
Moving to a new drive
|
|
3
|
1112
|
February 22, 2019
|
|
Physical File Location
|
|
17
|
2708
|
February 18, 2019
|
|
Client Manager - quick searches all blank!
|
|
3
|
1108
|
January 23, 2019
|
|
Is there a way to have Client Manager data synced to a live Excel Online file
|
|
1
|
691
|
January 16, 2019
|
|
Wrong currency symbol in Client Manager
|
|
4
|
1434
|
January 16, 2019
|
|
Background Settings
|
|
6
|
1415
|
January 2, 2019
|
|
Searching and Filtering T1s Efiled and paper filed together
|
|
1
|
623
|
January 2, 2019
|
|
Client Manager for Tax Return status
|
|
16
|
5667
|
December 19, 2018
|
|
Filter Sets
|
|
2
|
1998
|
December 19, 2018
|
|
Client manager filter for TOSI
|
|
4
|
1198
|
December 17, 2018
|
|
Filter
|
|
0
|
659
|
December 13, 2018
|
|
Best procedure for file loading (T1 and T2)
|
|
0
|
773
|
October 5, 2018
|
|
Client Manager woes - "complete"
|
|
2
|
923
|
May 25, 2018
|
|
Client manger - Zapier Integration
|
|
4
|
1288
|
March 26, 2018
|
|
Quick Searches - Date return is successfully transmitted
|
|
0
|
751
|
March 21, 2018
|
|
Client Manager >> "not" {status selected}
|
|
7
|
1100
|
March 20, 2018
|
|
Telephone numbers
|
|
18
|
3156
|
March 20, 2018
|
|
Auto hide prior years in client manager
|
|
3
|
1148
|
March 6, 2018
|
|
Client Manager Efile Status
|
|
5
|
2588
|
January 26, 2018
|