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Level 1
March 17, 2025
New

Preference for delivery of tax return

Related products:Lacerte
  • March 17, 2025
  • 0 replies
  • 3 views

Would be nice to have a preference in client's file to determine their preference for delivery of paper returns.  i.e. does client prefer to pick up their tax information or do they prefer that it be mailed to them.  Paperless returns using esignature should not matter since everything should be delivered electronically in that c