amcd
Level 2
02-11-2020
12:15 AM
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Why will the tax planner feature not work using 2019 data? I get a message stating that I must create a 2017 or 2018 tax return for a client before I can create a tax plan. As I just converted all my files over to ProConnect for this filing season, I have prior year data but not full tax returns in the system.
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