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Is there a trust beneficiary import template available?
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I was getting an error on an 1120-S for incorrect allocation percentage. I had 51 and 49 shares for the two shareholders. Once I changed it to 510 and 490 the e...
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It hasn't gotten any votes yet:(Its ahead of its time. Probably AI will take all of our jobs before it makes a difference. I hope. LOL
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It would be great if they were automatically saved, or if there was an option to print them, to the client shared documents folder automatically instead of doin...
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Print pdf organizer to "shared with client documents."It would be great if they were automatically saved, or if there was an option to print them, to the client...
