I have used programs that automatically checked for clients with matching name/SSN/DOB when starting a new return. the main screen had options like start a new return, resume return in progress, check submitted returns and at the bottom was a listing of returns. When you clicked on one of the options at the top, it brought up a small window to enter name, SSN, & DOB. When you hit submit, if there was already a return started that matched, it came up and you clicked on it and finished the return. If there were no matching returns started, but the info matched a file from previous years, you had the option to start the return with last years info or start a new file and if it didn't match anything, you selected filing status, clicked ok, then the return opened in a new screen. I don't know how many hours I have wasted completing an entire return just to find out that one had already been started. It is VERY frustrating.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.