Maintenance in Tax 2023
The details of your Agents, Contacts, Clients (AE/Series 6 & 8), and Employees (AE/Series 6 & 8) are added and updated within the Maintenance menu. Click [Alt+M] to select the Maintenance menu:
Details accessed from the Maintenance menu include:
(AE) Clients 2023
(AE) Employees 2023
(AE/Series 6 & 8) Standard answers 2023
(AE) Status Levels 2023
Master Notes: refer to Master Note Index 2023
Practice Notes: refer to Substantiation Notes 2023
Other indexes include:
(AE) Returns: refer to Return Index 2023
Schedule Notes: refer to Schedule Notes Index 2023
(AE/Series 6 & 8) Flexi Report Layouts: refer to Flexi Reports 2023