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changes to multiple clients

sheilar
Level 1

how do i make a change and have it populate in other returns

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6 Comments 6
Just-Lisa-Now-
Level 15
Level 15
Like what kind of change?

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sheilar
Level 1

like in excel you search and replace

Everytime I find an entry(name) I make one change and every where else it is changed.

and address for a k-1 for instance, same address on  20 clients returns

 

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Just-Lisa-Now-
Level 15
Level 15

No theres no Find/Replace option within the program that would do that for you.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
dascpa
Level 10

Would I love that! One client has 42 real estate entities and the zillion kids move like I change underwear (daily, FYI). I spend more time updating addresses than I do handling the tax returns.

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abctax55
Level 15
Ultra Tax has that feature. Just saying....

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TaxReturnPros
Level 3

Example: Printing changes can be done under "Print" option, choose "Global Printing" and make your changes. 

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