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Edit Data File Settings

 
The File > Edit function allows you to change the file settings if needed for:
  • Tax Year
  • Taxpayer name
  • SSN/EIN
  • File password
  • File Folder location
     
     
 
  • Click on File menu, choose Edit.
     
  • Make the required edits to the Tax Year or File Name.
     
  • Click OK.