How to Copy a Tax Return to Training

Follow the instructions below to copy a tax return into the training database:

1. Open the tax return you want to copy to training. Write down the social security number of the return.

2.  Select the Return drop-down.

3.  Select Copy to Training.

4. Close the tax return.

5. Navigate to the Work In Progress Summary.

6.  Select Training Returns to locate the tax return that was copied to the training database.