Some of the fields are auto-filled from information we already have about the client you selected.
To save your progress
Make sure to click Save at the top of the page to save the return to your practice database and set its status to In progress. That way, you'll be able to find the return on the Tax page.
To validate what you're entering
To check the values you're entering into the return, select Validate from the drop-down in the Save button at the top of the page.
A message displays listing the fields you need to update.
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