Enabling Carry-forward of Banking Information on T1DD
Hello Live Community,
Allow me first to Thank You all for providing assistance during this extremely busy time of year.
My question is simple and relating to Profile in particular. Every year that I come to do returns, it bothers me that I have to pull up the T1DD info from last years tax return. Is there any way to enable the banking information to be carried forward along with the other information for a clients profile?