Create a new tax return project

Projects are created within a client record. Each project represents a specific tax return for a specific tax year.

Create a new project

Go to the client record.

Select + New project
.

Select the Tax year
(for example, 2025).

Enter a Project name
(for example, “2025 Tax Return Project”).

Configure any additional settings as needed.

Select Create
or Submit
.

note

You can also create a tax return project by going to

Ready to Review
Tax Return
New project

. You can enter the same details mentioned earlier and choose the client or create a new client.