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document storage for current year/future tax year
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document storage for current year/future tax year
document storage for current year/future tax year
Submitted by bcaulk yesterdayi find it difficult to believe that other preparers do not have the need to store current year forms, tax planning, etc rather than only need to store prior year tax data. as an example, we just finished the 2024 preparation year (today is 10/24). i have tax planning beginning now for the 2025 year but i do not have a 2025 document year drop down. seems like an easy fix ? i have to create a subfolder called '2025' and then when the 2025 document drop down appears, i have to download and save again. its a work around but an unnecessary one IMO
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