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HOW CAN I MERGE TWO TAX RETURN CLIENT FILES?

 
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4 Comments 4
abctax55
Level 15

You have to do it manually.

Pick the most complicated one, add the other's info.

Be VERY careful to maintain all the Taxpayer/Spouse assignmentss

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
IRonMaN
Level 15

But I thought I heard that David Copperfield had added that trick to his magic act.


Slava Ukraini!
abctax55
Level 15

I thought magicians cut folks in half.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
IRonMaN
Level 15

You have to cut them in half to merge them together.


Slava Ukraini!