Import Export Enhancements

DK1

We are updating the CSV file format to included the 5 grouping format for import and export. Error checking with warning/error logs will be performed before the imported.

Templates

We are adding a new template to help you complete the POA (Power of Attorney) form. The template will be an excel spreadsheets that creates a file in the Tax Return Import format. You will need to have a license for Tax Return Import/Export to import the data.
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