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Level 1
January 20, 2024
Question

Create new return in Bulk?

  • January 20, 2024
  • 1 reply
  • 5 views

Hi everyone,

 

Just wondering if we could create new returns for the new year in bulk. I know there is an option to transfer prior returns to a new return and do it in bulk, but just want to check if we can do it for clients with no history yet. 

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1 reply

itonewbie
Level 15
January 20, 2024

Not for new clients.  From a workflow standpoint, that kinda makes sense since creating a return will be a logical final step when you create a new client.

---------------------------------------------------------------------------------Still an AllStar