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CLO - Adding Records to the Database
1 year ago
Updated
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While most databases in CLO will automatically populate as you fill out tax returns, new records can be manually created at any time. Some databases (Like the Referral and User Status Code databases) can only be populated by manually creating entries. |
Follow the instructions below to successfully add a Record to a Database:
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6. Click Add after all required fields are completed.
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The newly created record will now appear in the database, and the information in the record will automatically populate on the return once entered in the appropriate field |
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