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Can I upload or manually input a new client's previous tax returns?

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Employee
Employee

Thanks for joining the session! You can always manually enter the client's prior year return in the program. Additionally, you can upload a PDF file of the previous return or any other documents under that specific client's Document tab. 

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Employee
Employee

Thanks for joining the session! You can always manually enter the client's prior year return in the program. Additionally, you can upload a PDF file of the previous return or any other documents under that specific client's Document tab. 

View solution in original post

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