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
The Returns Tab lists returns in the system and provides basic information on each return.
Select the Accounts Receivable Tab to view the billing status for each customer.
Select the Tax Warehouse Tab tab for a tax summary of each return.
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