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Organizer - Prior year amounts?


ILLMAS

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I printed and mailed out a client organizer and didn't realize the prior year amounts didn't flow through, I got a call from the client saying the amounts were blank. Is there something I need to check off to make the info flow (amounts, not TP name, address ....)?

Thanks

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I printed and mailed out a client organizer and didn't realize the prior year amounts didn't flow through, I got a call from the client saying the amounts were blank. Is there something I need to check off to make the info flow (amounts, not TP name, address ....)?

Thanks

Did you print it from the 2007 program or the 2008.? Organizers for 2008 need to be printed from the 2007 program in order for numbers to flow.

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