itonewbie
Level 15

Maybe an overkill but we keep at least 3 (and sometimes 4) copies of each return:

  1. Preparer Copy: As produced by software with all pages;
  2. Preparer Copy (if applicable): Same as #1 but with offline manipulation;
  3. Client Copy: Based on #1 (or #2, if manipulated);
  4. 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
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