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49 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Jade Fisher
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1 voteJade Fisher
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47 votesJade Fisher
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If not in the near term plans, then developers should at least consider having a global setting that makes the job number mandatory (obviously for practices that don't use XPM it can be switched off). We have staff members that continually create a return without attaching it to a job at all, no matter how much we tell them to. The only solution at present is to delete the return and start a new one, which is a huge waste of time and causes us to run out of swear words on a regular basis.