Using the program to fill in client information on a tax form or office document

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To use the program to fill in client information on a form or document, follow these steps.

  1. Open the form or document into which you want to enter information.
  2. Click the arrow in the Client selection drop-down list and then click the client name.

    The application transfers client contact and other information (previously entered in the Clients dialog) to the form or document.

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