GodFather
Level 8
03-14-2025
03:20 PM
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I've had a similar issue. I viewed the documents in the Request Tab and informed the client one interest statement may be missing. "You didn't send me the 1099 from Bank X" Client informed me they had uploaded and took a screenshot from the Document Tab showing it there. So yes, there is some issue with how uploaded documents are stored in Link this year.