4 - Add Tax Return:
- Open the Partnership from the client selection menu
- Select ‘Tax Returns’ from the left side of the screen, this will open Tax Returns summary screen
- Click [New Partnership Return]
- Select from the dropdown list the year you would like to create a Tax Return for. If you have already created a Tax Return for the previous year select [Transfer data from a previous year], this will bring forward entries for items like unused losses from the previous year. Then click [OK]