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CLO - Editing Records in the Database
1 year ago
Updated
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| Info |
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Most records in the database will be automatically generated as you fill out tax returns, it may become necessary to make changes to these automatically generated records |
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or to manually |
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create records. |
Follow the instructions below to successfully edit a Record in the Database:
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5. In the Edit Record window, make the desired changes to the fields in the record.
6. Click Save.
| Tip |
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The record will now reflect the changes made when entered on new returns. To populate the edited information on returns created before the record was edited, the information will need to be re-entered on the return. |
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| Note |
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You may notice that certain records have fields, or even entire sections that are omitted from the Edit Record window. This is because those fields are not intended to be edited by the user, as they pull their information from a different source on our end. |
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