rbynaker
Level 14
01-15-2025
09:11 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Mine worked fine this morning.
I thought it was supposed to carry over the recipient information but I couldn't find that and just typed it in. At least it keeps the payor information.
Going forward, it may be better to keep a spreadsheet template with the recipient data and just update it each year with name/address changes and amounts before uploading.
The whole process is super clunky so I'm still going to send clients to third-party processors.
Rick