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J
jprollc
Level 2
August 7, 2023
Question

Switch Between Returns same Client

  • August 7, 2023
  • 1 reply
  • 2 views

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
August 7, 2023

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

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