Allow for the changing of the Tax Details on a template. Specifically the Return Form. So when a template is setup as a tax return, you can add the return form (which gives it the due date) from the setup screen. However, you can no longer access that screen to update a form from the established template page.
Date
Votes
3 comments
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Lisa Dunnigan Agree!!
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Michelle Harris We will look at doing this and also display the return type on both the job and template.
We will only allow it to be changed on the template as long as no jobs have been created from the template.
This will be reviewed after billing is complete
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Michelle Harris This is planned for 9.8
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