GodFather
Level 8
02-19-2023
03:10 PM
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Does the Link provide some type of warning to clients that they are uploading information into a prior tax year? I recognize that may be totally legitimate but wonder if it would make sense for the Link to throw a warning to clients based on todays date. If a client goes to upload anything in a prior year (other than 2022 tax year) the portal asks the client if the document is for a prior year...or at least warns them they are uploading into a year other than 2022.
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