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:

1. Open Practice Manager.
2. Right-click the client and select Open in Tax Return Production.
3. Click on New Return.
4. If a 2013 return is listed, tick Yes to Would you like to bring forward information…?
5. Click on Create.
6. 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:

1. Open Practice Manager.
2. Select Create New Client from the left-hand menu.
3. Follow steps 3–6 above.