1. Page #2 of the short organizer asks clients for 2023 amounts. All topics listed below the header should state 2024 or 2023.
2. For all pages of the long organizer, 2023 tax data is not being transferred and is reflected in the 2023 data columns.
Bote: should have read 2024 NOT 2023
could be because the 2024 software is stil in it's infancy and not ready
Don't worry about errors until January
Actually the Short Organizer form printing is correct at least for me....The 2023 Amount column is filled in by the program if there was an entry for that line in 2023.
