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ddrumgool
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  • Thanks for that info - I have been trying to figure out why some will import and some not. So the Payer or the processor for the payer has to set it up with Int...
    ddrumgool
    Oct 23, 2025
  • When starting a new client we have to input the basic information, name, address, ss, dob, etc. Then when we start the client profile, it picks up the name, ss ...
    ddrumgool
    Oct 22, 2025
  • We can import the 23 (or prior year) return to start a client, but once it is used for that it disappears. Since it only picks up the basic info for import, it ...
    ddrumgool
    Oct 22, 2025
  • This is one of the simplest government forms out there. All are exactly the same format. Really don't understand why this form is not importable yet.
    ddrumgool
    3
    Oct 23, 2025
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Member Since ‎10-22-2025
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