Last Month/Quarter Tab

The Last Month/Quarter tab in the Rollover Manager displays a list of all current year returns.

Payroll returns are not supported in ATX 2023. If you have not yet installed the 2023 W2 and 1099 or Payroll Compliance software, see W2-1099 or Payroll Compliance.

To view Last Month/Quarter returns that are available for Rollover:

From the Rollover Manager, click the Last Month/Quarter tab.

Last Month/Quarter tab

The following table details the columns and/or fields appearing in the Last Month/Quarter tab view:

Column/Field

Description

Return Name

Name on the rolled over return.

Client #

An optional number that can be assigned to a client or customer, if desired.

Type

Return type, such as 1120 or 1040.

SSN/EIN

Social Security Number or EIN for the return.

Telephone

Telephone number listed on the return, if applicable.

Email

Email address of the contact for the return that's being rolled over.

Address

Mailing address for the rolled over return.

City

Residing city for the individual whose return was rolled over.

State

Resident state for the individual whose return was rolled over.

ZIP

ZIP Code for the individual whose return was rolled over.

Preparer

Name of preparer who prepared the rolled over tax return.

Partner

Name of partner, if applicable.

 

See Also:

Rollover Returns from Last Month/Quarter