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SteveW
Level 1
01-16-2023
01:41 PM
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How Do I transfer prior year data onto organizer?
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abctax55
Level 15
01-16-2023
04:41 PM
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2022 Organizers are generated FROM the 2021 return. Make sure you have the last update for 2021 installed.
Select the client(s) > then upper menu bar. Tools > Organizer... > then follow the bouncing ball for what you want included in the organizer(s)
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