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Level 1
February 28, 2019
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Can I upload or manually input a new client's previous tax returns?

  • February 28, 2019
  • 1 reply
  • 10 views
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Best answer by IntuitKatieB

Thanks for joining the session! You can always manually enter the client's prior year return in the program. Additionally, you can upload a PDF file of the previous return or any other documents under that specific client's Document tab. 

1 reply

IntuitKatieB
Moderator
February 28, 2019

Thanks for joining the session! You can always manually enter the client's prior year return in the program. Additionally, you can upload a PDF file of the previous return or any other documents under that specific client's Document tab.