The close, worksheet to filed
When you say go, Sundry works through each client's period and stops only where a person is needed. The Sundry Worksheet mirrors each return line for line, every line opens to its transactions, your client signs, and your firm marks the return filed.
Transcript
Sal When you say go, Sundry works through each client's period and stops only where a person is needed.
Sal Then the Sundry Worksheet. It mirrors each return line for line, and every line opens to the transactions behind it.
Sal Your client gets an e-sign link by email, reviews the Sundry Worksheet, and signs.
Sal Then your firm marks the return filed.