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AlexMBACPA
AlexMBACPA
Level 2
July 18, 2022
Question

What happens if we delete the Tax Plan for a customer to try to reimport the correct Return?

  • July 18, 2022
  • 1 reply
  • 8 views

Don't want to try it yet, so I'm asking first. If we delete it, do we lose that Credit? Are we able to re-select another File, such as the original one that was filed, but later amended?

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1 reply

I
Intuit_Edgar
Level 3
July 18, 2022

Hello Alex.  Once you create a tax plan for a client, you create as many tax plans for a specific client that you want. Deleting the tax plan does not delete the client from the client selection. 

    AlexMBACPA
    AlexMBACPAAuthor
    Level 2
    July 18, 2022

    Thanks Edgar, yup I tried that works great!

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