Tax Warehouse Tab

The Tax Warehouse tab gives you a spreadsheet-like view of all your returns, in summary form. Taxable Income, Total Tax, Total Refund, Medical Expenses, Taxes Owed, and Tax Bracket are just a sampling of the type of information consolidated on the Tax Warehouse tab.

Only the Admin user and users granted Tax Warehouse rights in Security Manager may access the Tax Warehouse tab.

To open the Tax Warehouse:

In the Return Manager, click the Tax Warehouse tab.

Tax Warehouse tab in Return Manager

Tax Warehouse Filters

Filters allow you to returns according to the following categories:

• Tax Due
• Tax Refund

 

See Also:

Returns Tab

Accounts Receivable Tab