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Tax Plans

Can I do multiple plans for the same NEW client, without re-entering all the data?

I would think by saving your original plan with name “Client”, then opening it and saving your first revision as “Client1”, and doing this as often as necessary, calling them “Client 2”, Client 3, etc.

Are you @estrauss5801 trying to use the T1Planner Form within the T1 return, or are you trying to create “sample returns,” as @obhorst seems to think that you are suggesting.