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New Feature I Love


GULFPORTCPA

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I noticed that too and love it! Makes life somewhat easier.

Anyone seen the client instructions they've put together? I wish I could customize a little more, but it works well too. In the past I always created an instructions sheet in Word for every return. The new instructions will also save more time for me.

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Hi, I've looked at this feature but don't quite understand how it works. Should it show what the fee was last year? If so, how do you set it up

Thanks Jim

You don't have to set it up. It rolls over with the information from the prior year and appears near the top of the Billing Worksheet.

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