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Copy Employee/Recipient to Another Client

Nina Tchistiakova Updated by Nina Tchistiakova

This option allows the user to copy employees/recipients and their data from one client to another.

  1. Click Utilities > Copy Employee/Recipient to Another Client > Copy [form name] from the menu bar.
  2. Select the employee(s) in the list.
  3. Click Copy. The Client Folder will reflect the change.

How did we do?

Copy Employee/Recipient Info to Another Form

Export Information Returns to CSV File

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