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How Do I List My Clients In Order By Name And Not SSN?

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Comments: 31,915
Posted: 14 Oct, 2008
by: Bayone J.
Updated: 14 Oct, 2008
by: Bayone J.

The default method for listing individual clients in PTS is in SSN order. If you would like to have your clients sorted by name, select 'Tax Returns' from the Main Menu. When the list of clients appears, take your mouse and left-click on the heading 'Last Name'. This will sort all of the clients by last name. This method can be used to sort on any heading listed.

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