Melissa Harris

Total activity 6
Last activity July 28, 2022 18:52
Member since April 25, 2022 18:10

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Melissa Harris created a post, April 25, 2022 18:47
Answered

K1 notification turn off option
1. Community
2. SafeSend Suite - Feature Requests
Is there a way to turn these notifications off? FW: K1 Recipient Information has been updated by ... I think we have to rely on the client to select something but it would be nice if we had the op...
- 2 followers
- 1 comment
- 1 vote
Melissa Harris created a post, April 25, 2022 18:41
Answered

K1 rollover question
1. Community
2. SafeSend Suite - General Discussion
DO the K1 recipient emails rollover to the next year when we have our firm retention setting as 1 year?
- 2 followers
- 1 comment
- -1 votes
Melissa Harris created a post, April 25, 2022 18:10
Answered

recognizing K-1 recipient email in groups
1. Community
2. SafeSend Suite - Feature Requests
It would be nice if the software was "smart" and could recognize common K1 recipients and know if an email for that recipient was input on another K1/return for another entity in the group. It wou...
- 4 followers
- 3 comments
- 0 votes