Catherine Posted June 9, 2007 Report Share Posted June 9, 2007 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 Quote Link to comment Share on other sites More sharing options...
Eli Posted June 9, 2007 Report Share Posted June 9, 2007 Is this in the return manager in the tax software? If it is, all you have to do is erase the name on itnow and type in whatever you want to name it. Eli Quote Link to comment Share on other sites More sharing options...
redux Posted June 9, 2007 Report Share Posted June 9, 2007 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 Open the return that you want to change the name. Click on "Returns" scroll down to "Rename Return." Type in the new name. Quote Link to comment Share on other sites More sharing options...
JohnH Posted June 9, 2007 Report Share Posted June 9, 2007 Either of the above works. If you're in the Return Manager, you can highlight the name & change it, or just plant your cursor & backspace. This allows you to change the name without opening the return itself, but if you press the "Enter" key after changing the name it will open the return anyhow. Quote Link to comment Share on other sites More sharing options...
TAXBILLY Posted June 9, 2007 Report Share Posted June 9, 2007 I rename the return 2007 Smith, John and Mary. That way it's at the top of my return manager list and I know quickly which returns were used for a possible future scenario. taxbilly Quote Link to comment Share on other sites More sharing options...
redux Posted June 9, 2007 Report Share Posted June 9, 2007 I rename the return 2007 Smith, John and Mary. That way it's at the top of my return manager list and I know quickly which returns were used for a possible future scenario. taxbilly Hey, it must be very difficult finding a particular return if they're all name the same....just kidding Quote Link to comment Share on other sites More sharing options...
Catherine Posted June 9, 2007 Author Report Share Posted June 9, 2007 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 Quote Link to comment Share on other sites More sharing options...
mcb39 Posted June 11, 2007 Report Share Posted June 11, 2007 Not silly at all....there are lots of trees in this forest and sometimes even though you have already used a particular feature, it is not always easy to remember where you found it.....keep asking! Quote Link to comment Share on other sites More sharing options...
Pacun Posted June 11, 2007 Report Share Posted June 11, 2007 In the future, as you go through the different scenarios, save the first scenario and close the client. On return manager, highlight the client and pull down the file menu and select duplicate and you will have a chance to name the second (and subsequent) scenario properly. Quote Link to comment Share on other sites More sharing options...
taxxcpa Posted June 11, 2007 Report Share Posted June 11, 2007 When I prepare several versions of a return, I duplicate the original then when I save it, I give it a different name similar enough to recognize. The same is necessary for an amended return--you need to name it different enough to make it easy to distinguish. If you have two with almost the same name, the last part isn't visible. When I have this situation, I just make the change on the Return Manager which is just a matter of deleting an old name and typing in a new name. Quote Link to comment Share on other sites More sharing options...
Catherine Posted June 11, 2007 Author Report Share Posted June 11, 2007 In the future, as you go through the different scenarios, save the first scenario and close the client. On return manager, highlight the client and pull down the file menu and select duplicate and you will have a chance to name the second (and subsequent) scenario properly. 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 Quote Link to comment Share on other sites More sharing options...
Catherine Posted June 11, 2007 Author Report Share Posted June 11, 2007 When I prepare several versions of a return, I duplicate the original then when I save it, I give it a different name similar enough to recognize. The same is necessary for an amended return--you need to name it different enough to make it easy to distinguish. If you have two with almost the same name, the last part isn't visible. When I have this situation, I just make the change on the Return Manager which is just a matter of deleting an old name and typing in a new name. I've been using the Copy(1), Copy(2) when working with current-year returns, mainly because I try a couple things in quick succession and can then pick one and be done - and don't need to keep the others. With projections, I've been using names like "Sell Rental Smith" or "Buy Rental Smith" or "Mary BTW (back to work) Smith" so I know what they mean. Those stay for reference (but won't get imported next year). Thanks for all the advice and info. Will keep it all in mind as I get amendments and other changes. Catherine Quote Link to comment Share on other sites More sharing options...
Maribeth Posted June 11, 2007 Report Share Posted June 11, 2007 Catherine, I do a lot of planning also in my practice and I duplicate the return and then rename it as "Planner - John Smith" and in the status column I put "planner". That way, when I am just looking for different scenarios, I can sort the return manager to "planner" and pick the one I wish to use. If I have several different options, then I name"Planner - John Smith 1", 2 and so on. Maribeth Quote Link to comment Share on other sites More sharing options...
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