angelaremsen
Level 2

We have several returns with clients who are both NYS and NYC residents. They are each marked appropriately in the General Client Section in the New York Information portion. The county, school district name and number, along with the notation that they are full-year NYC residents are indicated.

The correct return prints to the Smart Vault and to DocuSign indicating NYC resident and the appropriate taxes are calculated.

However, the program randomly reverts back to marking the return and client as a Non-city resident. Accordingly, one return now requires amendment and we have others in the system that need to be watched.

Anyone ever experience this or other instances where the system randomly reverts fields back to the default choices?