acuny
Level 3
03-09-2022
07:56 PM
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Of course, you could just do an import of the data. Five minutes on the spreadsheet to check the numbers and no other data entry. Works fine for me and saves a TON of time. Import > Tax Import > Import Client Data from Scanned PDF - read over the instructions the first time to make sure you understand how it works. Though, if your scan is crooked or otherwise sketchy, might not work so well. But, a downloaded PDF works near-perfectly.