Skylane
Level 11
Level 11

I’ve had similar problems over the years… it may be that clients are logging in from old invitations? I’m not sure…. But I tell them all to check that the drop-down is for current tax year. Most of them are smart enough to figure it out for themselves…

if you do get a reasonable answer please post it…

inquiring minds… etc and so forth 

If at first you don’t succeed…..find a workaround