Ledgible will always default to the tax year in progress. You can complete returns for previous years by selecting a different year for your client.
To change a client's tax year:
- Open the client account that you wish to modify.
- Select Settings from the upper right hand corner of any dashboard.
- Click on Update to the right of the Tax Year section.
- Select the desired year from the Select Tax Year drop down menu, and then click Confirm.
- Click Close to close the confirmation window.
