Don't want to try it yet, so I'm asking first. If we delete it, do we lose that Credit? Are we able to re-select another File, such as the original one that was filed, but later amended?
Hello Alex. Once you create a tax plan for a client, you create as many tax plans for a specific client that you want. Deleting the tax plan does not delete the client from the client selection.
Thanks Edgar, yup I tried that works great!
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