A robust tool included in the UltimateTax software is the Return Explorer. What this allows you to do is move, rename, delete, and manipulate returns in the software. Here is how to access the Return Explorer in the UltimateTax software:
- Be signed into either the Admin account, or the user that created the returns that you wish to adjust.
- Select the Tools drop-down menu at the top.
- Click on Utility/Setup Assistant. (Utility/Setup Options for 2013 and below)
- In the Utility window that appears, choose File, then File Explorer.
This information applies to all years of the UltimateTax software.