The following fields should be pre-filled within this form:
1) To enable search with the Save and Submit connectors
- Lead ID (for new clients)
- Client ID (for returning clients)
- Engagement ID (for returning clients)
- Tax Organizer ID
- First Name
- Last Name
- Email
2) To calculate field names and to determine 7216 signature for the Taxpayer
- First Name
- Last Name
3) To enable country-specific logic
- Country
4) To determine 7216 signature for the Spouse
- Filing Jointly?
- Spouse First Name
- Spouse Last Name