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Firm Documents



Firm Process Documents

Portal instructions                                                                                  Phone System Short-cuts

Amended Return Procedure                                                               Create Contact or Company in Solve

Tax Return Checklist                                                                             Drake - Create a Return

2016 Tax Questions                                                                              Missing Info Procedure

2016 Tax Questions - Reference Material

How to Review New Client Prior Year Return

Drake Data Entry Manual

Printing a Return in Drake

E-filing a Return in Drake

Assembling a Tax Return

Foreign Bank Account Reporting

Drake Lookback

Drake keyboard Shortcuts

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