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.
