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Thank you, Mary, regarding #3, I had updated the email in Link before realizing I needed to uninvite-reinvite, so now the link doesn't have the client informati...
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I added a new state return, WI, to a particular client. How /when will I be billed for this additional state?
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Awesome, thank you so much!!
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Thank you, but how do I upload the pdf? I can't seem to find that option.