Return Manager Preferences

Return Manager Preferences provide settings specific to the Return Manager and log in information for iTransact and Tax Research and the Master Tax Guide services.

Image: Return Manager Tab of Preferences Dialog box

Preferences dialog box (Return Manager tab)

The following preferences are found on the Return Manager tab of the Preferences dialog box:

Reset to Default Sorting On Startup

Resets return order and column positions to the default every time you open Payroll.

Show E-file Status Information for Selected Return

Selected by default. Displays the E-file Status column and data for all returns in Return Manager. To disable, clear the check box.

Show the List of Forms When Creating a New Return

Selected by default. Displays the Select Forms dialog box to create a new return, instead of selecting the type of return on the Main Information Worksheet. To disable, clear the check box.

ePayment Merchant Services Client ID

Enter your Terminal ID and Secret so you can access Payroc Merchant Service from Payroll (click the ePayment button on the toolbar).

Tax Research Login Credentials

When you enter your Tax Research user name and password, Payroll can automatically launch your subscriptions for Tax Research or the Master Tax Guide. If you do not know your login credentials, use the registration email link to retrieve your information.

After making changes to Preferences, click Apply to save your changes and close the Preferences dialog box, or click OK to save your changes and leave the Preferences dialog box open.