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Thank you - client organizer was not checked. This solved my problem. Greatly appreciate your time and solution.
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I believe so - I am on a year 3 of my 3 year contract. I was able to generate the client organizers in prior years. I assume the features would be the same over...
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Trying to create a 2023 client organizer for existing client. Instructions say go to file transfer and select box 1 "2022 Form 1040 to 2023 Organizer". This is ...
