melevint
Level 1
‎01-13-2023 06:06 PM
Fiduciary program for 21 asks me to import data from 20 to print 22 organizer
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George4Tacks
Level 15
‎01-14-2023 10:42 AM

Click the No button to use the 2021 defaults.

IF you used the organizer for 2021, THEN you would import the prior year letters, questionnaire, etc.

 


Answers are easy. Questions are hard!
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