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Projects

  • Why You Cannot Select a Previous Project Status
  • How to Add a Client Custom Field User Role to Project Assignments
  • How Can I Set Up a Recurring Project That Recurs Every 2 Years, 3 Years, etc.?
  • How to Create Semi-Monthly Payroll Projects
  • If I am adding a project after January 1 how do I make the year reflect the previous tax year?
  • What Is a Project and How Do Project Statuses Work?
  • How to Create a Recurring Project (e.g., Tax Returns)
  • How to Set Up Quarterly Tax Projects
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