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Rename a return

Taxwise Online

Nicole Lacorte avatar
Written by Nicole Lacorte
Updated over 4 months ago

You can rename a return if, for instance, you misspelled the name or you listed under the wrong person.

To resolve this in the Taxwise 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

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