Practice Engine - How to add NY-IT-LL-204 job to client
Modified on: Wed, Aug 23 2023 5:20 PMISSUE:
- 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:
- Select a Service = Business Tax
- Select a Template = [TTTT] 1065 Partnership Return - NY-IT-204-LL
- Job timing = select relevant options
- Job Management = select relevant options
- Job Code = leave default
-
Job Name = leave default, change if necessary
- Select Create