How do I create a copy or a new version of a return in CCH® ProSystem fx® Tax.
The following video explains how to create multiple versions of a return in CCH ProSystem fx Tax or CCH Global fx Tax along with editing return version descriptions.
- Open Tax Preparation and the return that you want to save as a new version.
- Select File > Save As.
- Enter a description for the new version of up to 20 characters.
- Click OK.
- Changes made to the return since your last save will be made to the new version only. The original version of the return will remain unchanged and not contain any changes made after the last save.
- You can create up to 9 versions of a return.