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Practice Engine - How to add NY-IT-LL-204 job to client

Modified on: Wed, Aug 23 2023 5:20 PM

ISSUE:

  • Client does not have an NY-IT-204-LL job setup to be used for efiling
  • You are NOT allowed to copy a job and change the name for NY-LL-204 filing as this will keep the job from ever getting auto-released


RESOLUTION:

  • Open the Jobs listing for the client
  • From the top of the window, select New Job
  • Select OK to the Alert that appears
  • Confirm that there is not already an International Job that needs to be rolled forward
  • Once the New Job screen appears, select the following:
    1. Select a Service = Business Tax
    2. Select a Template = [TTTT] 1065 Partnership Return - NY-IT-204-LL
    3. Job timing = select relevant options
    4. Job Management = select relevant options
    5. Job Code = leave default
    6. Job Name = leave default, change if necessary
  • Select Create
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