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sheilar
Level 2
February 4, 2021
Question

changes to multiple clients

  • February 4, 2021
  • 6 replies
  • 36 views

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

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6 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
February 4, 2021
Like what kind of change?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
sheilarAuthor
Level 2
February 4, 2021

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

 

abctax55
abctax55
Level 15
February 4, 2021

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.


Ultra Tax has that feature. Just saying....
HumanKind... Be Both
TaxReturnPros
Level 3
February 4, 2021

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

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