How do I create a 2015 return? (Practice users)
If the client is set up in Practice Manager, you can create a 2015 return by following these steps:
- Open Practice Manager.
- Right-click the client and select Open in Tax Return Production.
- Click on New Return.
- If a 2013 return is listed, tick Yes to Would you like to bring forward information…?
- Click on Create.
- The 2015 return will be listed for you to start working on.
If the client isn't set up in Practice Manager, follow these steps:
- Open Practice Manager.
- Select Create New Client from the left-hand menu.
- Follow steps 3–6 above.
Cookie Settings