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Multiple versions of same clients return

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Multiple versions of same clients return

RDYCPA

I know this has been asked before, but I'll post it again. It would be FANTASTIC to be able to create versions of returns without having to copy and add a new record. Would love to document things like "FINAL COPY" "ORIGINAL" or "AMENDED" or others.

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3 Comments
evietax
Level 2

I totally agree.  Can do exactly that in the CCH software.  If they can do it, why can't Lacerte also do that.  I'm currently making a copy, putting in 9's for SSN and replacing spouse name with an explanatory memo.  A more direct way to do this would be greatly appreciated.

IntuitGabiU
Community Manager
Community Manager
Status changed to: Open for voting

Thank you for votes and comments. This is now "open for voting". 

BK2021
New Member

Yes please!

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