Tax Questionaire update
planned
L
Lonnie McGinnis
On tax questionaire, if client answers YES to "did you receive a notice" than it should be clear that they need to upload a copy of that notice. maybe, change wording to Did you receive a tax notice from taxing authorities? If you answer YES, please upload copy of notice for our records.
Lauren LaVan
updated the status to
planned
Lauren LaVan
updated the status to
under review