Why do my TaxBase Diary reports not show any events or dates?
Before using Diary reports in TaxBase, you must identify up to 6 “Key Events” from your Standard Events list. The Key Events will appear on your Diary reports as column headers, and the dates associated with these events will appear in the report alongside each client’s name. To identify a Key Event you must insert an asterisk (*) at the beginning of the Standard Event name in the Diary. For example, if you have a Standard Event called: Tax Return sent to HMRC and you wish this to be one of the Key Events, change the name to: *Tax Return sent to HMRC This will ensure that this event appears on your Diary reports.
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- Why do my TaxBase Diary reports not show any events or dates?
