Editing Returns

If you are working with a copy of a Return or a Final Return, you can edit the figures directly in the Tax Return Viewer. You cannot edit figures directly on a Return that has been generated from the Current Working Figures.

Copies of figures can be used to make changes to the Return manually without affecting the Data Entry Forms. Since you cannot directly edit Returns generated from Current Working Figures, you can always go back to the figures generated from the data entry page information using these.

Note: Using the Data Entry Forms is the preferred way to make changes to the figures on the Return. This is the only way to make sure that your changes appear in all current working figures you generate for that client.

You cannot edit a Return once you have started the submission process. 


To edit a Return manually:

  1. Preview the copy of a Return or Final Return.

  2. Browse to the page of the Return containing the information that you want to edit.
  3. Click on the box that you want to edit.
  4. Enter the new value for the box and press Return on your keyboard.