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jprollc
Level 2
Aug 7, 2023 5:28 PM UTC
Question

Switch Between Returns same Client

Hi Community,

Is there an easy way to switch between tax returns?

I have 1 client with 4 years worth of returns, besides opening each year in separate tab (main screen, client, search for client, then open that return) - is there a quicker way to access?

 

TY 

Denise

This topic has been closed for replies.

1 reply

George4Tacks
George4Tacks
Level 15
Aug 7, 2023 8:54 PM UTC

Try opening the program in multiple windows. Open a different year in each window. 

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