activity
type
Call
Meeting
comment
Sold!
status
Completed
Attempted
Received
Pending
Not Interested
Call Back Requested
todo
Not Interested at this time.
SOLD!
Hot Lead
Prospect
name
prefix
Mr.
Mrs.
Ms.
Herr
Heer
Monsieur
Dr.
Doctor
suffix
Esq
CLU
CFP
CPA
JD
MBA
MD
PhD
Jr.
Sr.
I
II
III
IV
Madame
options
,
Pause 2 seconds
localprefi
9,
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contact1
ownid
SUP
Supervisor
Senor
Senorita
Senora
Proposal
Close
Sold
Lunch
Dinner
Appointment
Recieved
city
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contact2
ccity
ccountry
Croatia
U.S. Naval Base
cstate
division
Research & Development
Sales
Marketing
Training
Production
International
formbus
SOLE
Sole Proprietor
PART
Partnership
LP
Limited Partnership
SCHC
Schedule C Corporation
SCHS
Schedule S Corporation
NP
Non Profit
LLP
Limited Liability  Corporation
rank
A
B
C
D
F
sales
1
2
3
4
5
6
7
8
9
10
cashflow
collect
financing
taxes
employ
production
otherpain
valuatpw
Work currently being done or planned for this year
Work done in past, by me
Work done by other accountant
Work done by other proffesional
E
No work done/ work needed
No work done/ none needed
reviewpw
invoicepw
pensionpw
cashflowpw
employpw
financepw
Work done by other professional
No work done/work needed
No work done/none needed
productpw
salemarkpw
softcomppw
taxplanpw
busplanpw
auto
4WD
Four Wheel Drives
Sports Car
Alfa Romeo, Prosche ... etc.
Utility
Trucks, Vans
Family
Four Door, Mid Sizes, etc.
Luxury
Bonneville, Linclon Town Car, etc.
investplan
Stocks & Commodities
Mutual Funds
Savings, CD's, Bonds
Scudder Funds
retirement
401k
IRA
proteam
Broncos
hobby
Stamps
Model Building
political
Republican
Democrat
Libertarian
Independant
vacation
Disney
Time Share
Cruise
sport1
Fishing
Hiking
Golf
sport2
BZCLNT
Business Client
BZPROSP
Business Prospect
BZSUSP
Business Suspect
TAXCLNT
Tax Client
TAXPROSP
Tax Prospect
TAXSUSP
Tax Suspect
tax1
1040
US Individual income tax
1040A
US Individual income tax - short form
1040ES-1ST
US Individual estimated tax-1st quarter
1040ES-2ND
US Individual estimated tax-2nd quarter
1040ES-3RD
US Individual estimated tax-3rd quarter
1040ES-4TH
US Individual estimated tax-4th quarter
1040EZ
1040SCHA
US Individual itemized deductions
1040SCHB
US Individual interest and dividends
1040SCHC
US Individual business income
1040SCHD
US Individual capital gains and losses
1040SCHE
US Ind. supplemental income and loss
1040SCHF
US Individual farm income and expense
1040SCHR
US Individual credit for the elderly
1040SCHSE
US Individual self employment tax
1040X
US Individual amended income tax
1041K1
US Fiduciary beneficiary's share
1065
US Partnership income tax
1096
US Summary transmittal of info returns
1098
US Mortgage interest statement
1099
US Income reporting
1120
US Corporation income tax
1120A
US Corporation income tax - short form
1120ES-1ST
US Corporation estimated tax-1st quarter
1120ES-2ND
US Corporation estimated tax-2nd quarter
1120ES-3RD
US Corporation estimated tax-3rd quarter
1120ES-4TH
US Corporation estimated tax-4th quarter
1120S
US S - Corporation income tax
1120X
US Corporation amended income tax return
1139
US Corporation tentative refund
2106
US Individual employee business expense
2119
US Individual sale of your home
2210
US Individual underpayment of est. tax
2220
US Corporation underpayment of est. tax
2688
US 2nd extension form - individual
3903
US Individual moving expense
4255CORP
US Corporation recapture invest. credit
4255IND
US Individual recapture invest. credit
4466
US Corporation appl. quick refund
4562CORP
US Corporation depreciation and amort.
4562IND
US Individual depreciation and amort.
4626
US Corporation minimum tax
4684CORP
US Corporation casualties and thefts
4684IND
US Individual casualties and thefts
4797CORP
US Corporation sale of business property
4797IND
US Individual sale of business property
4868
US Extension form - individual
4952
US Individual investment interest exp.
5329
US Individual IRA and retirement plan
5500
US Annual pension plan reporting
5500EZ
US Annual pension plan reporting EZ
6198CORP
US S-Corporation at-risk limitations
6198IND
US Individual at-risk limitations
6252CORP
US Corporation installment sale income
6252IND
US Individual installment sale income
706
US Estate tax
709
US Gift tax
709A
US Gift tax - short form
8283CORP
US Corp. non-cash charitable contrib.
8283IND
US Indiv. non-cash charitable contrib.
8582
US Individual passive activity limits
8606
US Indiv. non-deductible IRA contrib.
8615
US Individual tax under 14 over $1,000
8656
US Fiduciary alternative minimum tax
940
US Employer's FUTA tax return
941
US Employer's payroll tax return
941C
US Change form for 941
942
US Employer's payroll tax - household
tax2
tax3
perstax1
perstax2
perstax3
Chargers
Basketball
Tennis
Photgraphy
Art
Europe