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L
LindaG1
Level 2
June 22, 2022
Question

Save a new file?

  • June 22, 2022
  • 2 replies
  • 10 views

Fairly new to Pro Series and love it. Simple question! After filing an extension, should you save the client's file and make a new file with a new name like you do with amended returns? Or do you go back into the same file and just complete the return. Thanks for your help!!!

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2 replies

dkh
dkh
Level 15
June 22, 2022

Go back into the same file and complete the return.

Welcome to the ProSeries community!

    L
    LindaG1Author
    Level 2
    June 22, 2022

    Thanks!!! 

      T
      Terry53029Intuit Community Champion
      Intuit Community Champion
      June 22, 2022

      When you go into return to finish, and file you need to uncheck the box to file 4868.

        dkh
        dkh
        Level 15
        June 23, 2022

        @Terry53029  - I've never had to uncheck the 4868 box to finish a return.   

          T
          Terry53029Intuit Community Champion
          Intuit Community Champion
          June 23, 2022

          @dkh Seems I had to uncheck box years ago, and now I always uncheck box. I will see what happens on my next client without unchecking the box. Thanks for that info

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