dascpa
Level 11

If in the 2023 FAM program, when you go to Transfer clients from 2022 it will give you choices.  Select Yes and close.  Then you can record 2023 additions and disposals.  If for some reason you need to alter 2022 those changes will not carry over to 2023 since you've closed 2022 for transfer purposes.  You'll need to re-enter those changes in the 2023 program.

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