mjohns11
Level 2
‎02-11-2022 01:17 PM

I entered some data for a client and saved it.  I went and worked on another return. Came back to finalize and the client is gone.  I did updates. I refreshed. I restarted the software and my computer. Still nothing. Nothing is on my drive. Nothing is saved under another folder. 

Note: When I go to File, it shows it was one of the last four tax returns I prepared.

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rcooley25
Level 11
‎02-11-2022 08:56 PM

An educated guess would be that you thought you hit the save button but you didnt

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garman22
Level 13
Level 13
‎02-11-2022 09:00 PM

Look at bottom of homebase. I am pretty sure it ends up there. I vaguely remember this happening to me last year on several returns. Very annoying. 

 

Let me know if that was the case. It only happened on new clients.