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12-05-2019
05:20 PM
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Follow these steps to rename a tax return from the Tax Returns list:
- Locate the Actions column.
- Click the down arrow next to the View return button.
- Select Rename return.
- Enter the desired Tax return name.
- Click Rename.
Follow these steps to rename a tax return from inside the return:
- Click the blue Return actions button at the top right corner of your screen.
- Select Rename Return.
- Enter the desired Tax Return Name.
- Click Rename.
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