Change a Tax Return
How to change the Tax Return Type.
Changing the Tax Return Type
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Select the client that you want to change tax return type. The Client tab appears.
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Click the
tab.
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In the Tax Returns for box, click the tax year to select the tax return that you want to switch. The tax return Summary tab appears.
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In the ribbon bar click the
button. A message appears indicating what type the tax return will be changed to.
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Click Yes to confirm the change.
Note: You can only change the tax return type for tax returns that has more than one tax return type.