hfsllc
Level 2
09-22-2024
01:41 AM
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Earlier this year, I successfully used the new import feature to import a 2022 tax return to create a new client. I tried doing the same thing today for a new client, but I keep getting an error message that the file needs to be a JPEG or PDF. I am trying to import a PDF file. Is there an issue with this feature?
George4Tacks
Level 15
09-22-2024
10:19 AM
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Are you using - Create Tax Return > +Add new >
I just did one and it worked wonderfully.
Answers are easy. Questions are hard!