Amend A Return

10 STEPS

1. The first step is to open the Client Manager and click File Amended Return

2. Click File Amended Return

3. Check the box/boxes for the return you need to amend.

4. Click Save & Continue Return

5. Make the changes to the tax return you need to make. For example, adding an additional w2

6. Click 1040X

7. Click Save

8. Click Complete

9. Click Save & Redirect to Manage Returns

10. That’s it. You’re done.