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 9

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

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