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Staff is now given access to all new clients by default. Data security is of utmost importance; therefore, access should never be automatically assigned by defa...
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Diagnostics labelled as critical should be those that prevent e-filing. There is no way to know whether a critical diagnostic is actually critical until you act...
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The default return should always be the 1040, as everyone fits into that category. If a client also fits into another category of return (1040-SR, 1040-EZ, etc....
