Creating Training Returns

To complete a case study, you need to create a new return:

On the top menu, select Help > Case Studies > New.
Set the Tax Year to 2019
Select the master case study that you wish to clone, and enter a name for your return. For example, if you select the Carson Case Study, enter XXCARSON as the name of your return (where XX represents your initials). Include the case name in the Name field to identify the case data duplicated into the return.
New case studies automatically assign the person who creates them as the preparer.
Enter a password if desired, and then re-enter the password to validate it.
Select Add.
Your newly created case study will be queued for addition.
To access your new case study, select Help > Case Studies > Preparer.
Select 2019 for the tax year.
Select yourself as the preparer.
Click Continue.
A list of your cloned case studies appear. Select the case study you wish to work on, and click the locator number in the second column.
Your case study return opens.

Case Study Facts/creating_training_returns.htm/TY2019

Last Modified: 02/14/2020

Last System Build: 06/17/2021