George4Tacks
Level 15
12-06-2019
05:15 PM
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I would get their prior year return and input it. Match it up to what was filed, then that will be the basis for sending the client an organizer. https://accountants-community.intuit.com/articles/1606435-client-organizer-for-intuit-proconnect-tax...
Answers are easy. Questions are hard!