In the Download & Print section, there is an option to select Amended Filing forms. Make sure to select "Amended Forms" from the dropdown
Drag and drop the amended forms into the PDF Packet 1 column and then proceed to the download tab.
Adding attachments to your amended forms
When you select Amended Forms from the dropdown, you will see the Available Forms & Documents column splits into two sections:
The top section lists the forms available for the amended marking.
A second section labeled Attachments lists documents from Client Document Storage.
You can drag any file from the Attachments section into the PDF Packet column to merge it with your amended forms into a single PDF.
*Note: Attachments dragged into the packet are appended to the end and will not include amended markings.
*Note: If you do not want to download the SSN Form or Creditor Matrix Text File, hit the delete icon next to them and they will not be included in your download.
Proceed to the Download tab and the forms will download with an "Amended" label on them.
Once you press Download, make sure to click on the orange bar that pops up. If you click complete, you will exit the screen. The forms do not automatically download to your computer, by clicking on the orange bar it takes you to the PDF that you can save to your computer.
Once the amended forms are saved to your computer, you can then upload them directly to the court's website.
Amendments with Prior IRS Standards
If you would like to use anything other than the current set of median household figures, IRS standards, etc you may change that in Client Profile > Filing Information > Version of legal data applied to case
*Please note we have have post-petition for some courts. You can check your district notes to see if we support post-petition for your court?
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