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Thanks for your prompt response. My question is specifically for transferring the client letters and bills from a prior year. I edit the standard letter every y...
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Is there a function to transfer prior years client letters and bills to the current year?
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Have used the tax import from scanned documents all season without any problems. I'm having an issue with my last 2 clients who are on extension. I follow all t...
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It's scanned in prior years.
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Form SSA-1099 appears in pre-import review screens but does not populate the SSA-1099 worksheet. Has happened with 4 clients.Beth K.
