jcicora
Level 1
12-01-2022
02:45 PM
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We are getting ready for our first season with Lacerte, coming from Drake. In Drake when a return was done, I would print 3 sets of documents, a client set, a preparer set and a signature set. That signature set would contain the 8879, any state e-file forms, payment voucher's, 8821's etc. How do you handle getting the forms together you have to have the client act on, versus the ones they just look at?
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