Check Return Filters

The Check Return feature has a filter pane to the left of the window that allows you to sort through messages you'd like to see when you calculate a return.

Check Return filters

Filter Types

You can select any combination of filters:

  • Errors - Displayed in red. You cannot electronically file returns that contain errors.
  • Warnings - Displayed in orange. You can file a return containing a warning.
  • Informational - Displayed in blue. You can file a return containing an informational message.
  • Estimated amounts - Displayed in red, like errors (you cannot file returns with estimated amounts).
  • Overrides - Displayed in blue.
  • Notes - Displayed in black (permanent notes) and red (needs review notes). When you click a Note entry, the Notes pane opens. See Preparer Notes.
  • Paper File - Errors relating specifically to paper filing requirements. Displayed in red.
  • E-File - Errors relating specifically to e-filing requirements; displayed in red.
  • Money Clip - displays errors that prevent you from transmitting a request to have the client's refund placed on a Money Clip Visa® Prepaid Card.

You cannot electronically file returns that contain errors or estimates. The system will give you a message asking you to correct the message.

  • Hide Marked - If you check on individual problems in the filter pane, you can hide those from the diagnostic output.
  • Clear Filters - Click the Clear Filters button to clear all the filter selections and to display all the information available in all of the categories.

Using the Check Return Filter

To select which data you want to view:

  1. Select one or more of the diagnostic filter check boxes to the left of the Check Return diagnostic pane to display only the desired messages.
  2. To hide a specific diagnostic result from view, select the box next to it, and then check Hide Marked.
  3. To display previously hidden diagnostics, click Clear Filters.
  4. After you've made the appropriate changes to the return, click Re-Check.

Fixing a Check Return Issue

To fix issues in your return, click the item in the Check Return diagnostic pane. This will take you directly to the source field in the form.

 

See Also:

Checking Returns for Errors

Open Return Preferences