If someone was in Full Service and left to go to AYG. First, make sure that the FS case has been closed out. Talk with your lead or manager for assistance. Then have the cx go to, Tax Tools, Tools and Delete forms. Delete ProDelegation worksheet form. The ProDelegation worksheet was missing all kinds of info. This is one option, because the agency id is missing. This was in TurboTax Online (TTO).
