Solved
Tax return roll over
I've got about 30 clients that won't be with me next year, how do I make sure their tax returns don't pop up for 2025?
Hey VinceH0110way
Check out this page for step by step instructions on how to exclude tax returns from your rollover.
Seeing as you have 30 clients, I'd suggest following the instructions for the bulk return edit routine so you can do it in one batch. If you prefer to do them individually, the option is there as well.
Hope this helps!
