Open Tax Manager.

Select the client tax return.

Open the Tax return.

From the title bar, note the return file number.
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Close the return.

Right click on the return and select Check Out.

The following checkout error message may appear: The checkout directory does not exist, Create it?, click Yes.
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A padlock will appear next to the return.

Open File Explorer and go to C:\Adv2000\Checkedout.

Locate the tax file with the noted return file number.
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Once you receive the Tax return file, save and copy the file to the folder C:\Adv2000\CheckedOut.

Right click on the new file and select Rename.

Rename the file back to the original file number so the new file replaces the existing one. This allows the newly saved return to overwrite the original file.
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Open Tax Manager, right-click on the return and select Check In.
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The padlock next to the return will disappear.

Open the return, the return will have replaced the original return.
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