Copy a locator

  1. Go to
    Returns
    , and search for the locator.
  2. Mark the return, and select
    Save As
    .
  3. Enter a name and client code. The name can't be the same as the original locator's name.
  4. Select
    Save
    .
  • Personal information, such as EIN/SSN, won't copy into the new locator.
  • For a top consolidation locator, the copy will be empty until you complete the steps to consolidate.

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