JamesSalazar1Co
Level 1
02-19-2021
04:59 PM
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I have a duplicate client name, but the file name is different. how do I fix this?
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juliewcpa1
Level 2
02-19-2021
05:19 PM
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Do you know how you ended up with two files for the same person. I would just work with the one that was actually filed for 2019 and delete the other, if it was never filed. Or do a rename for the one you aren't using and call it something like "don't use this file (client name)".
