Multiple versions of same clients return

Forum|Forum|5 years ago
August 17, 2020
1 reply
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Saving multiple versions of same return. Is this possible? Have completed a 2019 return but client now wants to see a "what if" scenario involving multiple assets. "what would my tax have been in 2019 if I had _____ versus what my tax liability was without such a transaction?". Transaction involved is very complex and I don't want to even touch the return as it was prepped and filed. Can a second version be saved and used as a "hypothetical version"?

Lacerte Tax

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Best answer by abctax55

Copy it and use a different number. I use initials+Proj.

IF you use REP, you *shouldn't* be charged unless you change the ID number. You will be prompted that changing the number may result in a charge; if you do get billed, it's easy to get it reversed.

OR, you can use all 999999's - then you don't get billed.

abctax55Answer

Level 15

Copy it and use a different number. I use initials+Proj.

IF you use REP, you *shouldn't* be charged unless you change the ID number. You will be prompted that changing the number may result in a charge; if you do get billed, it's easy to get it reversed.

OR, you can use all 999999's - then you don't get billed.

HumanKind... Be Both