itonewbie
Level 15
‎03-06-2023 05:30 PM
  1. Click on the first icon (clipboard) on the right for Tax Organizer;
  2. Click on the Edit button in the bottom-right of the drawer;
  3. On the line for Document checklist, click on Edit;
  4. Click on the "+ Add Item" button;
  5. On the line for Q: Enter a simple description for what you want your client to upload;
  6. On the line for A: Select Other; and
  7. Click on the Save button in the bottom-right of the drawer.
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Still an AllStar
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