hfsllc
Level 2

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?

0 Cheers
George4Tacks
Level 15

Are you using - Create Tax Return > +Add new > Screenshot 2024-09-22 081458.jpg

I just did one and it worked wonderfully.


Answers are easy. Questions are hard!