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SLM Financial Services
Level 2
09-27-2023
04:54 PM
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When does the new tax year program usually become accessible? Trying to plan steps to send out organizers as this is the second tax year using ProConnect, but the first year sending organizers through ProConnect..
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SLM Financial Services
Level 2
09-27-2023
05:49 PM
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They have that new piece where you can create prior year worksheets that say they have room for current year and comparison, so I was going to run those and add that to my checklist and engagement letter to create a paper organizer. I haven't actually seen it yet, and am anxious to see if it will work the way I hope it will.
