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Tried it - didn't work, but thanks for the suggestion!! It could be that once you choose to transfer a file from last year to current year you can't delete it b...
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Deleting current year carryover files for clients I no longer prepare i.e. Died, moved, married etc.
I have a number of old client files that keep carrying over from year to year that i would like to delete. Have tried using Client File Maintenance with no succ...
