Hi a client of mine is getting a divorce in 2022. When 2021 returns data being pulled in to generate tax planning reports, how could we change the client's name listed on the report? Thanks.
Thank you for taking the time to give us your feedback, we are currently working to add a different name for the spouse for the new year. Currently you would have to split the return, or make a copy with the name of the correct taxpayer, then create the tax plan.
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