Moving a client's tax return

Follow these steps to move a client's tax return to a different category.
  1. Log in to TaxCaddy.
  2. On the
    Overview
    screen, select a client tile to view the client profile.
  3. Select
    Tax Returns
    .
  4. Point to a return and select the
    Menu
    button.
  5. Select
    Move To
    .
  6. Select a tax year from the
    TAX YEAR
    dropdown menu to move the return to a different year or one of the categories to move it to another
    Category
    . Select
    DONE
    once you've made your selection.

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