Couple the Spouse's Return

To couple the taxpayer and spouse’s returns, proceed as follows:

1. Display the taxpayer’s return whose marital status is “Married” or “Common-law.”
2. In the Identification - Identification and Other Client Information form (Jump Code: ID), select the Coupling: Taxpayer and spouse returns are prepared together check box.
   The Couple dialog box is displayed. Click one of the following links to find out how to couple according to the type of return:

• To couple the non-existent return of the spouse
  3. Click New return to create the spouse’s return directly in the client file, then click OK.
• To couple the existing current-year return in a separate client file
  3. Click Current-year return, then click OK.
     The Open dialog box is displayed.
  4. Select the spouse's client file.
     Note that the spouse's client file must be closed to perform this operation.
     If the operation is performed from a planner file, in the File of type box, select the "Taxprep Files" file type to couple the spouse’s current-year return without the permanent data being rolled forward.
  5. Click OK.
  6. Click Yes to delete the spouse’s client file.
     Click No to keep the spouse’s client file.
     When coupling the spouse's current-year return to the taxpayer’s planner return, you do not have to answer the question, since the spouse’s client file cannot be deleted.