Comments Kevin Minkoff started the conversationNovember 26, 2024 at 11:18pmI created an income tax organizer that my clients will complete every year. If I save the data to a data table, how do I get some of the data, such as name, address, contact information, etc., to pre-populate the following year's tax organizer? Sign in to reply ...
I created an income tax organizer that my clients will complete every year. If I save the data to a data table, how do I get some of the data, such as name, address, contact information, etc., to pre-populate the following year's tax organizer?