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Contact SupportEdit the Worksheet
You can edit some return details, such as ID numbers and tax amounts, in the Worksheet.
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The return must be in the Adjust stage. If the return is in a different workflow stage, roll it forward or back to the Adjust stage to edit it.
CAUTION:
After the return has been filed and marked as Complete, you can't edit the transactions. If you notice a mistake in a return after you have filed it, amend the return and file it again.
You can edit any field with a box around it. Fields without boxes are fixed and can't be edited.
- On the Returns page, click the return you want to edit.
- Click the Worksheet tab.
- Click the pencil icon.
- Make your changes.
- To undo a single change, click the Undo icon on the field you edited.
- To undo all changes, click Undo All.
- Click Save All, then click Save on the confirmation message.
The return amounts will be recalculated. Edited fields have a triangle in the corner; click the triangle to see a list of changes made to that field.