Topics started by Candace Salvatucci

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C
Beginner
Candace SalvatucciBeginner
asked in Ask a Peer

Copy and paste client tasks to new templates

I am a newbie here and trying to avoid a truck load of work…PLEASE tell me there is a way to merge two templates.I have a individual tax return template and a business return template but I need both of those together to have a sole trader template.I thought it would be logical to be able to copy client requests and paste them in new templates - ??Please help me 🙃

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C
Beginner
10 months ago

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