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The same as any other return. If you renumbered the client, the proforma that client number. It is done in the 2020 return, Tools > Tranfer Clients (Proforma to 2021)
Not sure I understand. Since I added an X to the client number to amend the 2020 return, I transfer this to the 2021 return and remove the X?
X marks the spot ———- and it doesn’t hurt leaving it in the client number. Just don’t transfer the original return too ———- that could lead to confusion down the road. That’s why I never make a copy - I just correct the original return.
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