Melissa Harris
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Answered
K1 notification turn off option
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...
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Answered
K1 rollover question
DO the K1 recipient emails rollover to the next year when we have our firm retention setting as 1 year?
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Answered
recognizing K-1 recipient email in groups
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...