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Would like to be able to customize notes and statements within returns that actually show up on the the return you are currently working on. there are sometimes...
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When clients want to file married separate, it would make it easier if there was an option to split the information with one click (like lacerte) instead of hav...
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When reviewing a tax return, I want to be able to make a checkmark next to my item inside the return itself. I don't want it to show anywhere but on my screen. ...
