To create a tax return:
Highlight the client in the relevant HandiTax year.
Click Tax Forms on the bottom toolbar.
Click New on the bottom toolbar.
Select the Form Type from the drop-down menu.
Click Save.
Click Select to open the tax form, or click Close to go back to the main screen.
To create prior year tax forms, complete the same steps in the relevant HandiTax year.
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If you're creating multiple prior year returns for a client, start in the earliest year first, then rollover through each subsequent year.

