Would be nice if partnership type mirrored CCH (use "I" for 1040, "G" for trust, etc) - this would allow easier copy/paste when setting up new partners
Guest
Mar 7, 2024
Import Templates: It is hard to differentiate between required and optional input fields in the import template. It would help to have asterisks noting the required field for import for the users, instead of only relying on the error messages after uploading.
Import Templates: It is hard to differentiate between required and optional input fields in the import template. It would help to have asterisks noting the required field for import for the users, instead of only relying on the error messages after uploading.