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    changes to multiple clients

    sheilar
    Level 1

    how do i make a change and have it populate in other returns

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    6 Comments 6
    Just-Lisa-Now-
    Level 15
    Level 15
    Like what kind of change?

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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    TaxReturnPros
    Level 3

    Example: Printing changes can be done under "Print" option, choose "Global Printing" and make your changes. 

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    sheilar
    Level 1

    like in excel you search and replace

    Everytime I find an entry(name) I make one change and every where else it is changed.

    and address for a k-1 for instance, same address on  20 clients returns

     

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    Just-Lisa-Now-
    Level 15
    Level 15

    No theres no Find/Replace option within the program that would do that for you.


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    dascpa
    Level 12

    Would I love that! One client has 42 real estate entities and the zillion kids move like I change underwear (daily, FYI). I spend more time updating addresses than I do handling the tax returns.

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    abctax55
    Level 15
    Ultra Tax has that feature. Just saying....
    HumanKind... Be Both
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