Training Returns are a great way to educate yourself as a preparer and "test" out the tax software without actually creating a "real" tax return. Sometimes, a tax return meant for training purposes can get started in the "real" tax return database.
This can cause many different difficulties, but instead of completely deleting the tax return and starting it over in the training database, preparers can simply copy the tax return into the training database.
Follow the instructions below to copy a tax return into training:
1. Open the tax return you want to copy to training
2. Select the menu option, "Return"
3. Select "Copy to Training"
