itonewbie
Level 15
12-06-2019
05:22 PM
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Maybe an overkill but we keep at least 3 (and sometimes 4) copies of each return:
- Preparer Copy: As produced by software with all pages;
- Preparer Copy (if applicable): Same as #1 but with offline manipulation;
- Client Copy: Based on #1 (or #2, if manipulated);
- Filing Copy: Same as #3 but without worksheets.
We use a PDF editor to make changes to the software-produced copy, where necessary.
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Still an AllStar
Still an AllStar