ThaoPVo
Level 1
01-19-2024
09:58 PM
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Hi everyone,
Just wondering if we could create new returns for the new year in bulk. I know there is an option to transfer prior returns to a new return and do it in bulk, but just want to check if we can do it for clients with no history yet.
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itonewbie
Level 15
01-19-2024
11:25 PM
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Not for new clients. From a workflow standpoint, that kinda makes sense since creating a return will be a logical final step when you create a new client.
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Still an AllStar
Still an AllStar
