This article applies to:

Copy a locator

Go to Returns
, and search for the locator.

Mark the return, and select Save As
.

note

Creating locators is a permission assigned by administrators. If this isn't available, contact your administrator for help.

Enter a name and client code. The name can't be the same as the original locator's name.

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.