itonewbie
Level 15
02-12-2024
12:59 PM
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Nothing is automatic. You still need to enter the client's signature date at the very least (which is a manual entry and not a "click") and your client's PIN, if not computer generated. Once all is done, it would be prudent to go through the diagnostics again to make sure you have an all-clear.
For anything related to tax law and regulatory process, I would also be hesitant to rely on what Intuit Support says because they are simply not training in tax (at least for most of them).
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Still an AllStar
Still an AllStar