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Can't find tax return in clients

Shirley77
Level 3

My transmission log confirms I successfully sent the return and it was accepted.  The return shows up in my 2022 backup folder.  However, the return is not on my home base list of clients or EF clients.  When I click on the name in my backup folder, the program takes me to my clients, but the return does not show up on home base.

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1 Best Answer

Accepted Solutions
Skylane
Level 11
Level 11

Sometimes the last name accidentally gets deleted or changed when saving … try searching/sorting by ssn 

If at first you don’t succeed…..find a workaround

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4 Comments 4
ljr
Level 8

have you tried refreshing homebase or homebase maintenance yet? 

Shirley77
Level 3

Homebase maintenance doesn't show any errors to fix.  Is that what you mean?

Skylane
Level 11
Level 11

Sometimes the last name accidentally gets deleted or changed when saving … try searching/sorting by ssn 

If at first you don’t succeed…..find a workaround
Shirley77
Level 3

Got it - thank you to both accountants responding.  I appreciate very much.