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Level 1
Jul 15, 2020 7:43 PM UTC
Question

How do I change the client name if I create a new return for a different client client using a similar LLC as source

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1 reply

Level 5
Jul 15, 2020 7:48 PM UTC

Are you copying an existing return to use as a starting point for a different client?

Unfortunately, there is not a way to associate a copied return to a different client. You would need to begin a new return under this second client.