kayce
Level 2
10-14-2021
08:36 AM
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This "recommendation" to re-save my 2020 client files makes no sense to me. That means I either have to unlock every single return that has been e-filed (i.e. ALL our clients), open them, re-save them, then lock them again, OR I need to know off the top of my head which of our clients has a charitable contribution carryover. This time of year I can barely remember yesterday let alone that information!
PROSERIES: How about working for your customers here and creating a client query so that we can know which clients are affected?