Managing Client Data

If there are differences between the client data in a return and the data in the client's profile, you can replace the common data, such as the address, in the return with data from the profile.

Warning! The option to replace return data with client profile data affects all returns in the batch.

Your options for managing client data display after you select the returns for the return calculation job and click Continue. For more information about selecting returns, see Calculating Returns in a Batch.

1. Select one of the following options:
   • Keep current client information. Do not update the client information in the returns with information in the client profiles.
   • Update returns with client profile data. Replace the client information in the returns with information in the client profiles.
2. Do one of the following:
   • Click Submit Job to submit the job for immediate processing.
   • Click Schedule Job to schedule the job to process at another date and time. See Scheduling and Rescheduling Jobs for more information.