Getting Started

Introduction to Batch Manager

Learn about the Batch Manager window

Learn about Batch Manager grids

Learn about job types and statuses

Print Batch Jobs

Print returns

Print extensions

Print Organizers

Other Batch Jobs

Calculate returns

Electronically file

Purge notes

Roll forward returns and templates

Process tax equalization

Downloads

Download PDF print files

Download large return print files

Download magnetic media files

Download exported tax data

Download exported TaxTransfer data

Tools

Delete jobs

Stop jobs

Reschedule jobs

Resubmit jobs

Refresh job status

Reports

Learn about Batch Manager reports

Review job detail