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Reviewer's queries & preparer's answers

#1 User is offline   Gordon Wiber Icon

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Posted 10 April 2002 - 10:04 AM

Similar to file review for financial statements, it would aid to have review queries on left half with preparers answers on right half of page. with perhaps referencing to the schedule in question.

perhaps a key could be added to clear queries and answers once file is approved for filing.

right now we use the memo's feature to ask queries & use the checkmarks etc. would prefer to keep memo's for important client info to carryforward from year to year.
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#2 User is offline   unknown Icon

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Posted 10 April 2002 - 10:09 AM

I'm in a small practice, so that would not do to much for me, but I can see it as important in a larger practice
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#3 User is offline   Dink Meeker Icon

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Posted 12 April 2002 - 11:30 AM

Also being in a small practice, I agree with Bert. If the program becomes to complicated my staff will have trouble operating it. :+

John
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