If I unlock a client file that was filed a while ago, will it automatically be impacted by any updates to proseries that were installed since filing, or only if I re-save the file? ( which I would not do.).
i.e is it safe to unlock any previously filed return to refer to it? or just stick to the .pdf that I made.
Thank you!
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Thank you Lisa.
That was my understanding so far and I have made .pdf of each return. Its just that the original return is easier to use for analysis and especially if you want to use it to do a proforma for the next tax year and save the proforma under a different name.
Don't see why it should update if you don't save it again??? Oh well.
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