Solved
Intuit Tax Advisor Clients List Showing Only XXXXX
I’ve watched a few videos about Intuit Tax Advisor and it always shows numbers for the columns on the Clients list page. For some reason, my page only shows XXXXX for all the columns. It would be nice to see the potential tax savings without having to start a plan for the client. I’m using ProConnect, and I’m able to make plans in Intuit Tax Advisor without any issues. I just can’t see any numbers until I start a plan. The training videos show numbers instead of XXXXX. If anyone has a solution that will show the numbers, I’d love to hear it. I’ve include a screenshot to show what I’m seeing. Thanks in advance for anyone who helps out.
