Keep it on file once it is signed by the client.

Iron Man is correct. Also, make sure they always sign and date it before you efile the return. If you ever get an office visit from the IRS they will check the dates. Just my opinion

looking again for that darn thumbs down button (not for you PATAX or IRonMan)

👎  here ya go!

I cant make it big on my Win 11 system  😞

LOL...

The price of progress Lisa

 Test - My thumb stays small too on Windows 10.  

Or I can just Copy IronMans...

Do I have to do everything around here? 😉

(you have to take what Intuit gives you and then copy it to go large)

Thank you IRonMan 

Some famous person (or not) said you should learn something new everyday, Well thanks to you I am done for the day!!

(Kind of close to what Jim Valvano said but one of his three things was THINK, which was what I was confusing. The other two were laugh and cry....and for those that don't know what I am talking about you must be very young, but google it.)

@jeffmcpa2010  What are you giving the "thumbs down" to ?    

DKH

Sometimes I just get a bit depressed by the wording of some of the questions (and it is probably just the wording) and my interpretation from the wording that the person asking the question might be undertrained for the task at hand. But again it is probably just the wording, not that they are actually undertrained.