Lacerte Tax Idea Exchange
Submitted by lstonecpa on 03-17-2025 04:27 AMWould be nice to have a preference in client's file to determine their preference for delivery of paper returns. i.e. does client prefer to pick up their tax information or do they prefer that it be mailed to them. Paperless returns using esignature should not matter since everything should be delivered electronically in that c
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