Versions

The Versions feature in Stratus allows you to create snapshots of a return so you can test different scenarios without losing your original data.

Why Use Versions

Versions are useful when evaluating “what if” scenarios, such as applying a tax credit or taking a different tax position, without committing those changes to the return.

Creating a Version

To create a version, right-click on a form and select Save Version.

This will create a snapshot of the form. Saved versions can be accessed in the Version History panel on the right side of the screen, identified by the clock icon with a counterclockwise arrow.

As a best practice, assign a name to the version that will make it easy to identify later.

Using Versions

For example, you may be considering applying credits but do not yet have the required documentation. Before making any changes, create a version of the return.

After saving the version, apply the credits and review how they impact the tax liability. This allows you to evaluate whether pursuing the credits is beneficial without affecting the original return.

Restoring a Version

To return to a previous version, select the saved version from the Version History panel and choose Restore. After confirming, the return will revert to the selected snapshot.

Working Between Versions

Multiple versions can be created and used to compare different scenarios. You can switch between versions at any time to review changes.

Deleting Versions

To delete a version, select the checkbox next to the version in the Version History panel and choose the Delete option.