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    How to transfer entire client file not just the return ?

    fido
    Level 1
    ‎06-19-2020 10:34 AM
     
    0 Cheers

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    1 Comment 1
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎06-19-2020 10:58 AM

    Im not sure I understand.   You have a client file that consists of a tax return, its all one thing....what do you think is missing?


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