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Is anyone else having a problem with emailing a password protected PDF? Sometimes it works and other times it doesn't. Although it looks like it's going through...
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When printing tax return, print standard client letter if no custom letter exists. Otherwise, print custom letter. This would avoid having to check and uncheck ...
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Transfer NYS license information from the prior year and use a checkbox to confirm, instead of having to enter it all over again.
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On the NYS information worksheet, use a checkbox to confirm bank information transferred from federal worksheet is correct, instead of having to type in again.
