Gather Import File for Individuals
We would like the "Import File" option to be included for 1040 clients as well. We want more control over our DRL list, so we would love to skip the organizer and just upload the DRL list like you can for Entities.
We would like the "Import File" option to be included for 1040 clients as well. We want more control over our DRL list, so we would love to skip the organizer and just upload the DRL list like you can for Entities.
Comments
We have found you can use this option if you use "Other" as the template type. You do still have to include a client questionnaire but you can create your own DRL excel and not send an organizer.
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