Products Affected:
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- ProSeries Client Presentation
- ProSeries Client Advisor
Situation
In the Client Presentation, the last sentence in the first paragraph of the Client Advisor should read ...three years or more... instead of "Keep a copy of your return and your supporting documentation for at least three years of more after you file your tax return."
Solution
This situation will be corrected in a Federal 1040 update anticipated to be available online on or about February 10, 2008.
After downloading and installing this update, you need to update the Client Presentation and Client Advisor to correct this issue. To update the Client Presentation and Client Advisor:
- Open a client's federal individual return.
- Go to the Tools menu and select Client Presentation.
- Select Restore Default Client Presentation.
Important Note: Restoring the Default Client Presentation will overwrite any changes you made to the Client Presentation and Client Advisor.