Calculating Returns in a Batch

Batch Manager allows you to set filter criteria to select specific returns for batch calculation processing.

Note: Large returns can only be calculated one at a time. These returns are indicated by a check mark in the Large Return column. If a large return is selected for calculation, the selection check boxes for other returns are disabled. Similarly, if you select another return for calculation, the check boxes for large returns will be disabled.

Do the following to submit or schedule a batch job to calculate returns:

1. Open Dashboard, click Application Links on the navigation panel, and then click Batch Manager under Tax.
2. Select New Job > Calculate Returns from the Job Management group on the Home tab.
3. Use the filters to limit what displays in the grid. Click the Select Returns bar to show or hide filters. Setting filters to a value other than All results in fewer returns displayed in the grid.

Example: To see only Individual returns, select 1040 Individual from the Return Type list.

Explain how to show, hide, or replace filters.

• Hide or replace. You can hide or replace all filters except the Tax Year and Return Type filters by clicking the down arrow beside the filter name. Select another filter to replace the current one or click Remove to hide the filter.
• Show. Click Add Filter and select an available filter from the list.

Explain the available filters and processing options.

Component	Description
Tax Year	Displays the selected tax year in the grid. You can select from all installed tax years.
Return Type	Displays all installed return types in the grid or limits the grid display to one return type.
Office	Displays all offices in the grid or limits the grid display to one office.
Business Unit	Displays all business units in the grid or limits the grid display to one business unit. This filter is available if your firm has configured at least one business unit.
Return Group	Displays all return groups in the grid or limits the grid display to one return group.
Last Activity	Displays all activities in the grid or limits the grid display to one activity.
Signer	Displays all signers in the grid or limits the grid display to one signer.
Return Status	Displays all return statuses in the grid or limits the grid display to one status.

4. Click Go to display results for your filter criteria in the grid. If there is a large number of returns, a progress window displays.
5. Sort columns in the grid to locate the returns to include in the batch.

You may also consider sorting the Password Protect column to locate returns that will require you to enter a password before continuing the batch process. You will also have the option to skip password protected returns.

6. Do any of the following:
   • Select individually. Select the check boxes to the left of the returns to include in your batch job.
   • Select all. Select the box at the top of the column to select or clear all returns in the grid.
   • Review required authorizations. Click the down arrow beside Authorization Summary to view the number and types of authorizations required for the selected returns. Applicable federal, state, or consolidated authorizations are deducted when returns are calculated or printed if they have not been previously authorized. The Authorizations column in the grid displays Yes for returns that require authorizations. Additional authorizations are not required for multiple versions of an originating return.
   1. Show me the grid options.

   Component	Description
   Show selected returns only	Select to display only the returns that you have selected in the grid. Clear the check box to show all filtered returns.
   Find Next	Enter the complete criteria to search for specific records or enter partial information to search for similar matches in the Search box located at the top of the window. Then, click Find Next to select the first or next occurrence of your search criteria in the grid. Note: You can enter alpha, numeric, and special characters to locate records.
   Hide/Show Filters	Click the double up or down arrows near the top of the window to alternately hide or show filters, giving you more or less area in the window to review returns in the grid.

7. Click Continue to display your processing options. Your filter selections are saved the next time you create the same job type. If authorizations are required to process one or more of the selected returns, click Yes to confirm the process or No to abandon the process.

Note: You must enter a password for each group of returns that is secured for a client.

8. Select one of the following options:
   • Keep current client information. Do not update the client information in the returns with information in the client profiles.
   • Update returns with client profile data. Replace the client information in the returns with information in the client profiles.
9. Do one of the following:
   • Click Submit Job to submit the job for immediate processing.
   • Click Schedule Job to schedule the job to process at another date and time. See Scheduling and Rescheduling Jobs for more information.