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This article applies to:

  • Product: SurePrep
  • Sub-Product: TaxCaddy

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.
    Select a client from the Overview screen
  3. Select
    Tax Returns
    .
    Select Tax Returns
  4. Point to a return and select the
    Menu
     Menu icon button.
    Select the Menu icon
  5. Select
    Move To
    .
    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.
    Select DONE

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