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Importing Documents into ProConnect
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dc-cpa
Level 2
yesterday
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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
