dc-cpa
Level 2

If I import documents that I have scanned into "Firm Documents", they do not have the lightning bolt beside them for importing directly into the tax program.

If I import them into "Shared Documents", they do have the lightning bolt.

These are scanned from the taxpayer's original documents so I don't need to share with them.

Does anyone know why the firm documents do not have the lightning bolt?

Thanks for your help.

Doyle Carter CPA