Employee
06-27-2022
04:09 PM
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Hi Renee,
If you go to Tax plans on the left (which looks like a bulleted list icon when you're in a plan) you can then select the blue Create tax plan button in the upper right. Once you select the Client name you'll want to select the return from the Existing 1040 return with e-file status and then change the Tax plan name before choosing Start planning.