Return Manager Filters
Filters are located on the left side of the screen. The Return Manager filters allow you to select which returns you want to view at a specific time.
Return Manager filters
You can filter your returns in the following ways:
|
Filter |
Description |
Shortcut |
|---|---|---|
|
Find check box and field |
By checking the Find check box, you can then search for a return by entering search criteria in the Find field. This is especially useful when you're searching for a return by name/company name or SSN/EIN. |
Ctrl+F |
|
Return Types - Individual, Corporate, Other |
Select one or more of these check boxes to view only these return types in the Return Manager. Only filters matching return types in the Returns List appear. For example, if you had no Corporate returns, the Corporate check box would not appear in the filter. |
|
|
Complete |
View returns that have been marked as complete. |
|
|
Incomplete |
View returns that have been marked as incomplete. |
|
|
Marked Returns |
View returns that are marked by selecting the check box at the beginning of the row. |
|
|
Accounts Receivable |
Accounts receivable filters display a list of returns based the number of days their billing is outstanding. |
|
|
Tax Warehouse |
Tax Warehouse filters allow you to filter according to each return's tax status. |
|
|
Clear Filters button |
This button removes all the filters and displays all returns for the Return Manager. |