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Hi Everyone,I am an admin at a tax firm and am working on refining some processes. I've found the export feature in Lacerte to be very helpful, but am wondering...
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I was thinking the same. Thanks for your help!
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Thank you for your response.I did review the instructions for attaching additional documents to the e-sign process but it was not clear to me if I could send on...
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I have a remote client. We believe that he is missing a 1099 form froma 401K facilitator from a previous job. Can I send an individual e-signature request for f...
