SwiftFP Tax Software — Step-by-Step Instructional GuideHow to Prepare an Amended Return

Scenario 1

Original Return Prepared by You

(Already Accepted)

The original return was accepted by the IRS. Access amendment via Client Manager.

Log into SwiftFP and Navigate to Client Manager

1. Open SwiftFP and sign in with your preparer credentials.

2. From the left navigation panel, click Clients to open Client Manager.

3. Search for and select the appropriate taxpayer from your client list.

Locate the ‘File Amended Return’ Option

1. In the Client Management screen, locate the ‘Others’ section on the right side.

2. Click ‘File Amended Return’ to launch the amendment workflow.

3. The system will pre-load the accepted return data automatically.

Make the Necessary Corrections

1. Navigate to the section requiring correction: Income, Deductions, Credits, or Personal Info.

2. Enter the correct/updated information — do NOT zero out the original entries first.

3. The software will automatically calculate Column B (net change) and Column C (corrected amounts).

4. Review each changed line carefully before proceeding to ensure accuracy.

5. Complete Part III — Explanation: provide a brief, clear reason for each change.

Review, Print, and File the Amended Return

1. Use View/Print to review Form 1040-X in its entirety before submission.

2. E-file the federal amendment if eligible (2020 and later returns qualify for e-file).

3. For earlier years or state amendments — print, sign, and mail to the IRS.

4. Advise the client: IRS processing time is typically 8–16 weeks for paper 1040-X.

Scenario 2

Original Return Prepared by Another Preparer

Use Form 1040X directly. You will enter the original amounts manually from the prior return.

Create New Return and Select Form 1040X

1. From the SwiftFP dashboard, click ‘Create New Return’ (or E-file → New Return).

2. Enter and verify the taxpayer’s SSN in both SSN and Re-enter SSN fields.

3. Under ‘Select the Return Type,’ choose: FORM 1040X – Amended U.S. Individual Income Tax Return.

4. Click ‘Save and Continue’ to proceed to the return preparation screen.

Prepare the Return with Correct and Complete Information

1. Complete the return as if preparing it for the first time — using only correct, verified information.

2. Do NOT replicate errors from the prior preparer’s return in any field.

3. Use all corrected source documents provided by the taxpayer (W-2, 1099, 1098, etc.).

Open Form 1040X and Enter Original Amounts in Column A

1. Navigate to Forms → 1040X within the return.

2. In Column A (Original Amount), enter amounts EXACTLY as shown on the original Form 1040.

3. Do not make adjustments — enter exact line amounts from the prior filed return.

4. After saving, SwiftFP auto-calculates Column B (net change) and Column C (corrected amounts).

5. Complete Part III — Explanation: provide a brief, clear reason for each change.