You could have the 2018 program open with one client's return open...then 2019 program open with a different client, but that's as close as you can get to having 2 clients open at once.
The reason I'm asking is that because the tax programs's FIDO (financial Institution download) is not working & I have ended up with 2 homebase files on one client, one has the manually entered Sch D trades (there are scores of them!) and his other file has all is other tax forms completed. So how can I merge the two without having to re-enter one or the other ?
