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brettlin
Level 3
July 6, 2020
Question

Update/ modify taxpayer Occupation tables

  • July 6, 2020
  • 1 reply
  • 11 views

Where do I modify the listing of Occupations for the taxpayer and spouse information in the Client Information (page 1)? There are a lot of misspelled occupations in this software from previous years of being used. I need to update this to remove some of these wrong ones.

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1 reply

George4Tacks
Level 15
July 6, 2020

Settings > Table Editor

You clean up a bunch of mispelings in their. Get ona yur gud spelers to revue it ona reglar basis. 

 

Answers are easy. Questions are hard!
brettlin
brettlinAuthor
Level 3
July 6, 2020

I see those tables and I can update stuff like interest payers, dividend payers, employer names, and on and on. I just cannot find anything for the taxpayer. 

George4Tacks
Level 15
July 7, 2020
You are right, my error. It is much more obvious. Click the down arrow for occupation and it will show the list. Scroll through and RIGHT click the offending name and select DELETE.
Answers are easy. Questions are hard!