Last Month/Quarter Tab
The Last Month/Quarter tab in the Rollover Manager displays a list of all current year returns.
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 1099 or W2. |
|
SSN/EIN |
Social Security Number or EIN for the return. |
|
Telephone |
Telephone number listed on the return, if applicable. |
|
|
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: