Business activities missing in Web Organizer
Web Organizer
Scenario
The
UltraTax CS
client has multiple units for a business activity, and one or more don’t appear in the client's Web Organizer
.Solution
Make sure the title of each unit is unique. The
Web Organizer
won’t display multiple units of the same type of business activity if each unit has an identical name. For example, the Property Description
field for a Rental or the Principal business or profession
field for a Schedule C are the same across units.