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I am amended federal and state for a 2025 filed return. The system made a copy of the original return, locked it and marked it as Originally Filed. The original...
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How do I export/import the partner K-1 data from a partnership return prepared in house to the partner's individual 1040 return?
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Is there a way to simply move/share a document from Firm Documents to Shared Documents? I know I can download the document, then upload it to clients shared doc...
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I sent myself an organizer to test the process fromt the client perspective. Worked fine the first time through, but now that I want to get back in, I click the...
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Yes you do have to use a credit to file an extension!