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Level 1
July 13, 2022
Question

Credit Disapeard

  • July 13, 2022
  • 1 reply
  • 2 views

Imported and selected my personal tax return to test the system.

 Hit the blue start planning button, got a red unable to save tax plan please try again and a green you do not need credit for this client. and poof, the credit was gone and no tax plan.

Tried it with another client.

My comments would be repetitive to what others are saying.  

 

 

 

This topic has been closed for replies.

1 reply

Moderator
July 25, 2022

Hello,

Thank you for letting us know!  Our developers will take a look at this to ensure the credits are handled correctly.

Please reach out to our support team if you need more credits.