Level 11
01-15-2024
08:33 AM
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There’s a drop down in IL for client to change tax year. That said, they don’t always notice and sometimes misfile (what a surprise)… the filers are all date stamped so it’s easy enough to segregate new from old.
I transfer everything received from IL to my management system so there’s no confusion…. Right click save as…. Overall exchange of data and tax returns with IL is easy and affective
If at first you don’t succeed…..find a workaround