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No, it's not critical to preparing the tax return. From an administrative and client standpoint it is a good review to see prior year figures. I don't need it t...
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Since we have purchased esignatures, we have the ability to use our intuit credentials to log on to DocuSign. In our online log in we have the ability to send r...
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Since ID Verification is being required more frequently, we would like to identify what clients need to update their IDs for filing purposes so we don't have to...
