ATX™ 2017

Rollover Manager Filters

Filters are located on the left side of the screen. The Rollover Manager filters allow you to select which returns you want to view at a specific time.

Image: Rollover Manager Filters

Rollover Manager filters

The following table describes each of the filters in detail:

Filter	Description	Shortcut
Find check box and field	By checking the Find check box, you can then search for a rollover return by entering search criteria in the Find field. This is especially useful when you're searching for a return by last name.	Ctrl+F
Return Type (Individual, Corporation, etc.)	Select one or more of these check boxes to view only these return types in the Rollover Manager.
Rolled Over	View returns that have been rolled over from last year's product.
Not Rolled Over	View returns that have yet to be rolled over.
Marked Returns	View returns that have been marked by selecting the check box at the beginning of the row.
Clear Filters	Clears all the filters and displays all returns for the Rollover Manager.