abctax55
Level 15

Here's just one thread (search for appointments) where I gave more detailed instructions:

https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/what-does-the-bridge-appo...

@George4Tacks - can you find a help article on the topic?  You are so, so good at it 🙂

 

"*******Tax software is no substitute for a professional tax preparer*******
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