Catherine

Well, that works so long as the one you eventually want to keep was the _first_ one. On one client, tried three different ways to treat one income source. Turned out Copy(2) of Smith, John & Mary was the best for taxpayer. Used that one, deleted the ones that didn't work out -- and then couldn't figure out how to rename the one I wanted! Had visions of them living forever as Copy(2) of.... Catherine

Thanks, all! Thought I'd tried clicking on the return name with no luck, but had looked in vain for the "Rename Return" file menu choice. didn't realize the return had to be _open_ to get at that! One of those silly, little things.... Catherine

I've had a few clients this year where I've made multiple copies of returns, to try different scenarios either for 2006 tax year or to see the effects of proposed future changes. These included buying or selling rental properties, changing dependency exemptions, all manner of things. Most of these trial returns can be deleted once I'm done. However, in a couple of cases, the one I finally used for 2006 and want to keep is now named "Copy (1) of Smith, John and Mary". How can I rename this file (after deleting the "Smith, John and Mary" that _didn't_ get used, of course), to read "Smith, John and Mary"?? Couldn't find anything in the knowledge base or the book or in-program help. Figured someone out here would know. TIA! Catherine

When I don't feel like loading QB up and printing statements, I just re-print the original billing invoice and have a rubber stamp that says "PAST DUE" that I stamp on it. And mail it off. Catherine