ajp
Level 5

Thank you, Lisa

I was able to export Taxpayer and SSN into excel.  I am trying customize to get the spouse as well.  If I only have to manually enter dependents, it will be a blessing anyway.  I also have to do all the business returns, etc.  Sometimes I think I try so hard to find the simple way that I could have had it finished by just sucking it up!  However, minimizing my data entry will minimize errors, so it is worth it to try.  

 

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