karend
Level 1
12-06-2019
04:51 PM
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Clients often run a year behind, so I transfer the clients and file the extension for this year, but last year isn't filed yet. Once filed, can I transfer just that data over? Or do I have to manually update all the rollover and prior year schedules? I only see a way to overwrite the current client file, but then I lose the extension information.
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