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When will you have availability to export to file the shareholder's/partner's information for the BOI filings?
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Mark state final for individual - If a client moves out of state, you should be able to mark a box to delete the state for the next year. SO, when the file is P...
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On the default letter, the FBAR filing should apart of the Main Letter (if applicable).Especially since the client has to sign and efile authorization.
