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Save a new file?

LindaG1
Level 1

Fairly new to Pro Series and love it. Simple question! After filing an extension, should you save the client's file and make a new file with a new name like you do with amended returns? Or do you go back into the same file and just complete the return. Thanks for your help!!!

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6 Comments 6
dkh
Level 14

Go back into the same file and complete the return.

Welcome to the ProSeries community!

LindaG1
Level 1

Thanks!!! 

Terry53029
Level 12
Level 12

When you go into return to finish, and file you need to uncheck the box to file 4868.

dkh
Level 14

@Terry53029  - I've never had to uncheck the 4868 box to finish a return.   

Terry53029
Level 12
Level 12

@dkh Seems I had to uncheck box years ago, and now I always uncheck box. I will see what happens on my next client without unchecking the box. Thanks for that info

IRonMaN
Level 15

I have had to play that unchecking game with 990s this year.  Kinda silly, but you do you what you have to in order to get a return transmitted.


Ukraine - hang in there
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