Level 11
02-15-2023
09:12 PM
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I’ve had similar problems over the years… it may be that clients are logging in from old invitations? I’m not sure…. But I tell them all to check that the drop-down is for current tax year. Most of them are smart enough to figure it out for themselves…
if you do get a reasonable answer please post it…
inquiring minds… etc and so forth
If at first you don’t succeed…..find a workaround