Can I rename a return?

You can rename a return if, for instance, you misspelled the name or you listed under the wrong person. To resolve this in the Desktop version:

• After logging into the program as Admin, go to Tools
• Select Utilities/Set up options
• Click on File and Choose Return Explorer
• In the left-hand corner, under Look in, select the user that the return was created under
• In the left-hand bottom corner, under Show, select the package the return is in
• Click on the return you want to rename (will highlight blue)
• In the left-hand bottom corner, under Action, select rename return
• In the text field next to Rename to, type in a new name for the return
• Click on Apply, return is now renamed

To resolve this in the Online version:

• Log into the software as Admin
• Go to the Tax Returns tab
• On the Tax Returns screen, click View More Actions
• Select Rename Return

You can close out of the Return Explorer.

This information applies to all years of the UltimateTax software.