Maintenance in Tax 2025
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 2025
(AE) Employees 2025
(AE/Series 6 & 8) Standard answers 2025
(AE) Status Levels 2025
Master Notes: refer to Master Note Index 2025
Practice Notes: refer to Substantiation Notes 2025
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