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Is there a way, using PM, to get a list of client notes? New to CCH Axcess, I am aware of F9, F10 to go to next form, but does anyone know of a shortcut to go to the next sheet within in a form? For instance a depreciation schedule with hundreds of pages? Thank you! Shortcut to jump to next sheet in Tax? Back What are your firms best practices when it comes to the audit permanant file? Back Does anyone know how to change or delete an engagement from Practice? We have an account where a preparer inadvertently used a work code as the billing engagement, and now I can't delete it or change it to the c... Removing a billing engagement from Practice Back Hi All, This is NK. This is a first year i go with ATX to use their software to do tax return. They have bank product options but when i try to apply, they ask for last year bank number. I don't have it, but the syst... Date: 9-27-11 Seminar: Year End Income Tax Planning Speaker: Robert S. Keebler, CPA, M.S.T., AEP Post questions and comments below. 9-27-11 Year End Income Tax Planning Back Date: 9-22-11 Seminar: State Tax Issues for Nonresidents and the Mobile Work Force Speaker: Kathleen K. Wright, CPA, J.D., LL.M. (Taxation), M.B.A. (Taxation) Post questions or comments ... Date: 9-20-11 Seminar: Check the Box Strategies Speaker: Robert J. Misey, Jr., J.D., LL.M., M.B.A. Post questions & comments below! 9-20-11 Check the Box Strategies Back Date: 9-13-11 Seminar: Understanding the Generation-Skipping Tax Speaker: Steve Siegel, J.D., LL.M. (Taxation) Post any questions or comments you may have by clicking "reply" below. 9-13-11 Understanding the Generation-Skipping Tax Back Date: 9-8-11 Seminar: SCHEDULE E - E is not Easy Speaker: Claudia Hill, EA, M.B.A. Post questions/comments below. 9-8-11 SCHEDULE E - E is not Easy Back Date: 9-7-11 Seminar: Energy Tax Credits for Businesses Speakers from [alliantgroup | http://www.alliantgroup.com/_ag/index.cfm] - David Ji and Dean Zerbe Cli... 9-7-11 Energy Tax Credits for Businesses Back Date: 8-30-11 Seminar: Accounting Method Changes| Speaker: Eric P. Wallace, CPA Feel free to post questions or comments about this seminar below. 8-30-11 Accounting Method Changes Back Date: 8-25-11 Seminar: Tax Practice Grab Bag: Important Tax Practice and Procedure Issues for Practitioners Speaker: Kip Dellinger, CPA Post any questions/comments you have below. Just c... Date: 8-25-11 Tax Practice Grab Bag Back Date: 8-24-11 Seminar: Schedule C Hot Buttons Speaker: Claudia Hill, EA, M.B.A. Post any questions or comments about this seminar below. 8-24-11 Schedule C Hot Buttons Back Date: 8-23-11 Seminar: Advanced Roth IRA Conversion Issues and Strategies Speaker: Robert S. Keebler, CPA, M.S.T., AEP Feel free to post questions about this seminar below by clicking "re... 8-23-11 Advanced Roth IRA Conversion Issues and Strategies Back Date: 8-18-11 Seminar: Multistate Income Tax Issues for Athletes/Entertainers Speaker: Timothy P. Noonan, Esq. Post questions/comments about this seminar below. 8-18-11 Multistate Income Tax Issues for Athletes/Entertainers Back Date: 8-17-11 Seminar: IFRS for Tax Professionals - What Tax Practitioners Need to Know About International Financial Reporting Standards and Why Speaker: Cecil K. Nazareth, CPA, M.B.A., ACA ... 8-17-11 IFRS for Tax Professionals - What Tax Practitioners Need to Know Back Date: 8-16-11 Seminar: Partnership Taxation - An Introduction Speaker: Sheldon Clark, CPA, CIA Post questions or comments you may have below- just click "reply." 8-16-11 Partnership Taxation - An Introduction Back Date: 8-11-11 Seminar: How to Prepare Form 5471 Speaker: Robert J. Misey, Jr., J.D., LL.M., M.B.A. Post any comments or questions about this seminar by clicking... 8-11-11 How to Prepare Form 5471 Back Date: 8-10-11 Seminar: Schedule M-3 Reporting - Intermediate/Advanced Topics Speaker: Cherie Hennig Post any questions or comments about this seminar by clicking "reply" below. 8-10-11 Schedule M-3 Reporting - Intermediate/Advanced Topics Back