Entering Version Descriptions of Tax Returns and Templates

Enter version descriptions to identify the scenarios under which you create return versions or templates. Version descriptions make it easier to find a specific return or template when there are multiple versions by referring to the Descriptions column in the Return Manager grid.

Tip: The version numbers displayed with returns are sequential numbers assigned by the system. When evaluating multiple filing options, meaningful version descriptions reduce the risk of inadvertently working in the wrong version of the return.

To add or change version descriptions, do the following:

1. Open the desired return or template.
2. Click in the Activity group on the Manage tab to display the Edit Version Description window.
3. Enter up to 30 characters to add or change the version description.
4. Click OK.