Question: Question 1 Question 1 Once the Prep for taxes screen has been reviewed and the data is ready to hand off to the tax preparer,

Question 1

Question 1

Once the Prep for taxes screen has been reviewed and the data is ready to hand off to the tax preparer, which 3 tax options are available?

(Select all that apply)

  • Create new return
  • Update an existing return
  • Make adjustment
  • Add note
  • Export CSV file
  • Add attachment

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