Description: This article will guide you on how to switch between Interview and Direct Mode.
Process:
If you want to set the Entry modes to DEFAULT without switching them, please refer to this article: OLT: How to Default Interview or Direct Mode
If you want to switch the Entry Mode on a specific return (without affecting the default mode for all returns) please follow the instructions below:
Log in to your Software.
You need to start a return (it does not matter which mode you are in) and then close it.
Click on ‘Clients‘ in the left sidebar.
Click on ‘New Return.’
Fill in the SSN, and click on ‘Save and Continue’.
Fill in the information, and then click on ‘Save and Continue’.
On this screen, you need to close the return. Click on ‘Back to SERVICE’.
Click on ‘Clients‘ in the left sidebar.
Double-click on the return you want to change the mode for.
Click on ‘EDIT’.
The following message will appear. Check the box and click on ‘Save and Continue’.
Select the mode, and click on ‘Save and Continue’.
You have now switched to the entry mode you need without defaulting it.
