360TAX
Level 1
01-16-2023
03:59 PM
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For example,
We have a client who we do the 1040 return as well as their 1120s. We can create the 1040 return and 1120s under the same profile and send a portal out, but unless the client labels their documents properly, all documents get uploaded under one portal area that is shared between the two returns. There is no option for "Business" or "Individual" when the client is uploading.
We have a client who we do the 1040 return as well as their 1120s. We can create the 1040 return and 1120s under the same profile and send a portal out, but unless the client labels their documents properly, all documents get uploaded under one portal area that is shared between the two returns. There is no option for "Business" or "Individual" when the client is uploading.
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George4Tacks
Level 15
01-16-2023
05:34 PM
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The individual is a person.
The SCorp is not a person.
They should be different clients.
It will work the way you have it set up, but you will spend much time trying to train a client to do something that does not come naturally.
Answers are easy. Questions are hard!
