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01-27-2023
12:07 PM
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01-27-2023
12:07 PM
I had the same problem with a client who has used Link for several years. The only option he had was to upload his W-2, but no questionnaire or engagement letter.
I tried sending from both the Link website with the default templates and within Lacerte where I thought I was selecting my custom templates. But he never got anything but the W-2 request.