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Create new return in Bulk?

ThaoPVo
Level 1

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. 

0 Cheers
1 Comment 1
itonewbie
Level 15

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