Return Manager

Your software opens to the Return Manager by default. This manager allows you to manage your clients’ tax returns, accounts receivable, and company information for tax returns.

To open Return Manager, click the Return Manager tab at the top of the application window.

Return Manager

Returns Tab

The Returns Tab lists returns in the system and provides basic information on each return.

E-file Information Pane

By default, the E-file status for the selected return is shown at the bottom of your screen. If you would like to change the default setting, see Return Manager Preferences.

Accounts Receivable Tab

Select the Accounts Receivable Tab to view the billing status for each customer.

Tax Warehouse Tab

Select the Tax Warehouse Tab tab for a tax summary of each return.

How To Topics:

 

See Also:

Return Manager Filters

Return Manager Menus

Manager Pane

Sorting the Return List

E-file Information