Chris Milligan
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Answered
Separate Federal and state tax return bookmarks in the client review module
While processing a return, and in the client review stage, the federal and state tax return are collated into one single file, which makes navigation difficult internally and for the client. There ...
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Answered
Ability to bulk update assigned ERO for all clients via .csv import
Would be great to simply add an ERO/Signer column to the 1040 client import template.