DawnMDS
Level 1

For some reason my information will not pull through like my prior tax program. What am I missing? This will be the first year pulling client profiles through.

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dascpa
Level 12

"my information"

Do you mean your preparer information or client information?

And what exact information are you talking about? 

 

ljr
Level 10

When you transfer clients it brings over prior year information - did you have a problem with the transfer?

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