Client Tasks Copy
There are occasions when you will want to copy a client's master record.
just to name a few.
To copy an existing client,
Account Ability will first ask if you are creating a correction client,
A correction client is one that is used strictly for the purpose of correcting Information Returns. The Copy Filer dialog will then be displayed. All of the source client's information, with the exception of the Client ID, is copied. Correction clients will have the Corrected Returns Only indicator checked.