ajp
Level 5
06-02-2021
07:34 PM
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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.