If your office never exceeds 499 returns, you can skip this rant. Otherwise, . . .
"The client search will automatically change when your site hits 499 returns. This is to allow for more efficiency when loading the client list and searching for taxpayers." So, the list loads quickly BUT at the loss of usefulness. With < 500 returns, you can sort on most any column and you can search on a part of a name (useful if you are uncertain of the exact spelling), telephone number, or SSN. When you have 500 or more returns, the list shows "the latest 100 returns." The ability to sort on a column is gone. Need to find a specific return? The Search function requires the complete SSN, complete (first or last) name, or complete telephone number. Don't know the spelling of the taxpayer's last name (or is it misspelled?) -- too bad! Much of the utility of the OCL is lost when the number of returns exceeds 500 (last year it was 1000). There appears to be no way for the user (or administrator) to change the cutoff number.
1 Comment
George Carvill
1/11/2018 12:04:35 pm
What does TaxSlayer support have to say about this?
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