LCAnderson
Level 1

HEY For anyone else who is having this issue with 5472 Part II adding more than 2 - YES, the IRS instructions are the sales - add additional forms and you do that manually, but Drake you could do it in the software.

Here's the work-around - Add clients you need on Screen 8. Here are the steps:

  • Enter Client / Owner 1
  • Click on Detail Menu at the top of the program, then go to Copy Property
  • Then go back to the Detail Menu and go down to Paste Property.

It will make a copy and you won’t have to completely fill out everything again. You would only need to edit the fields that needed changing.

0 Cheers