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Client Return Disappeared
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mjohns11
Level 2
02-11-2022
01:17 PM
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I entered some data for a client and saved it. I went and worked on another return. Came back to finalize and the client is gone. I did updates. I refreshed. I restarted the software and my computer. Still nothing. Nothing is on my drive. Nothing is saved under another folder.
Note: When I go to File, it shows it was one of the last four tax returns I prepared.
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rcooley25
Level 11
02-11-2022
08:56 PM
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An educated guess would be that you thought you hit the save button but you didnt
garman22
Level 13
02-11-2022
09:00 PM
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Look at bottom of homebase. I am pretty sure it ends up there. I vaguely remember this happening to me last year on several returns. Very annoying.
Let me know if that was the case. It only happened on new clients.
