Caution:
Internal Revenue Manual Part 21. Customer Account Services · 2026-10-03 edition · updated 2026-10-04 · United States
Be very careful when you enter information that you will clone to another record. If you make a mistake when you first enter the information, that mistake will be copied to every additional cloned record!
Save - Cloning to a new record should only be done when you are finished with the record you’re working on and are ready to start a new one.
Click the ‘Cloning Options’ button at the bottom of the Entry form.
In the “Cloning Options” pop-up window, click the button that says, “Clone all fields that can be cloned” (Option #3).
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