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Can I rename a return?


You are able to rename a return, if for instance you misspelled the name or you listed under wrong person.

  • After logging into the program as Admin, go to Tools
  • Select Utilities/Set up options
  • Click on File and Choose Return Explorer
  • In the left hand corner, under Look in, select the user that the return was created under
  • In the left hand bottom corner under Show, select package the return is in
  • Click on the return you are wanting to rename (will highlight blue)
  • In the left hand bottom corner under Action, select rename return
  • In the text field next to Rename to, type in new name for return
  • Click on Apply, return is now renamed

You can close out of the Return Explorer.

 



Tags: install,setup