Submitted by Tax1040 on 02-22-2021 03:40 PM
Please consider a one page list of the documents and items needed from a client. Many clients do not need/want to complete the organizers. We want to give them a list of all the specific W-2s, 1099s, they had last year. A similar list is generated with the Link program but there is no way to get it as a printable list. Other tax software offer this and I think it would be tremendously helpful. Thank you
This is "Under review". Thank you, all!
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