I am looking at our contacts - People vs Organizations vs Client Groups - and would love to see what others are doing.
- For people - Are you creating a contact for each person on a tax return - both taxpayer and spouse?
- For client groups - are you creating a client group for each joint tax return? And then are you creating work for the taxpayer of the client group?
- For clients with personal and business returns are you 1) adding the person + organization to the client group? And then do you assign the tax return work to the person and organization or to the client group?
Best answer by sarah.eView original