Use the steps below to create a new tax form, depending on whether the client already exists.
When the client already exists
Log in to Tax.
Select the + plus icon on the right of the client’s name to add a new tax form.
In the new tax form window, select the required tax form.
Complete the Status Dates and Values sections.
Select Save to return to the client list.
When the client does not exist
Log in to Tax.
Select +New Client.
In the new client window, enter the required details.
Select Save and New Tax Form in the bottom right corner.
In the new tax form window, select the required tax form.
Complete the Status Dates and Values sections.
Select Save to return to the client list.