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@Steffan- below is a snippet of what I tried based on the information you provided. It did not appear to check the box on the return after the import though. Do...
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Thank you, Steffan. I will give that a try. Likely will not be able to see if that works for me until next week with PTO and the Monday holiday. Appreciate your...
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yes, thank you. that was what I encountered as well. Hopefully someone else can enlighten us.
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We have an external system that generates the xml files for importing into the Lacerte Software. We are gearing up to do more e-filing and my end user community...
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Thank you so much for your response. Appears I now have that mapped and appreciate your help in how to show the codes on the Client Information page.