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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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nrmistrettacpa
Level 1
01-26-2021
11:24 AM
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Is there a way to stop clients from uploading current year documents in prior year portal?
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itonewbie
Level 15
01-26-2021
11:39 AM
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You can't stop them from doing so but may like to remind your clients to select 2020 from the dropdown to make sure their input is going to the correct tax year.
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