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Posted

Haven't used ATX since Block days for entities, but we used to be able to click on the title of a column to sort in ascending or descending order; however, it was a spreadsheet-based program back then.  My software can do that but also has a checkbox per return and one universally to sort alphabetically.  Very handy when new 1099s get added over the years; happens most often with my elderly and their CDs maturing so adding a couple new banks with 1099-INTs each year.

Posted

I know.  I used it at Block when it was spreadsheet based and thought I might use it in my own business.  But, I chose something else as working more the way I work.  I still benefit from the wise and humorous people on this site, though, and love you all.

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