I have 2 clients who got married last year. Is it possible to merge the existing client files together into a family file?
Yes, carry them both forward and save.
Open the return of the primary spouse, change marital status to Married, then either “Add Spouse” or “Switch to Spouse” or just simply hit the F5 key. TaxCycle will ask if you want to create a new return for spouse or open an existing return. Select existing return. It will then rename the file and delete the 2 individual files.
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Thank you!
Always wondered about that. So simple 