Maintenance in Tax

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:

• Agents

• Tax Contacts

• (AE) Clients

• (AE) Employees

• (AE/Series 6 & 8) Standard answers

• (AE) Status Levels

• Master Notes: refer to Master Note Index

• Practice Notes: refer to Substantiation Notes

Other indexes include:

• (AE) Returns: refer to Return Index 

• Schedule Notes: refer to Schedule Notes Index 

• (AE/Series 6 & 8) Flexi Report Layouts: refer to Flexi Reports 

• Tax Rates