1. Select File > New or click the New Return button on your toolbar.
2. Enter the client ID and click OK.
   • If you enter a Client ID that already exists, you will be given the option to create a new version of a return for that client.
   • If you enter a Client ID that already exists, the Client Type box will be grayed out.
3. Choose a client type, tax product, and office group.
   • Click here to learn about client types and their corresponding tax products.
   • Only tax products that are installed will display in the list.
4. If you use default returns and would like to apply the default return information to this new return, select the Use default return checkbox.
   • Click here to learn more about default returns. 
5. Click OK and the new return will open.
6. If you created a return for a client with no existing returns, the return opens.

If you entered a Client ID that already exists in step 2, continue with the next steps.

1. The existing returns (and versions) will display. Click New Version to create a new version of the return.
2. Enter a version description for the new version and click OK to open the return.

Note: You can have up to nine versions of a return in a single year.

Additional Information

• What kind of authorizations do each of tax product require?
• How do I create a copy or a new version of a return in CCH® ProSystem fx® Tax?