Use return group as a filter for your tax returns. For example, in Return Manager, you can sort the list of returns by return group, search for returns by return group, and create custom views for selected return groups.
- Return groups are created at the firm level in Lists.
- A return group that is set up for your firm can then be selected for a client in the client profile.
- All returns for a client are assigned to the return group that is selected in the client profile.
If you are granted the Tax Lists functional right, you can add, edit, and delete return groups. To set up return groups, do the following:
- Open Dashboard, click Application Links on the navigation panel, and then click
- Select Tax Lists > Return Groups on the navigation panel.
- Do one of the following:
- Add a record. Click the Add row at the top of the grid and enter the new name or identifier.
- Edit a record. Select a record in the grid and click Edit on the button bar, or right-click a record and select Edit from the menu.
- Delete a record. Select a record in the grid and click Delete on the button bar, or right-click a record and select Delete from the menu.
- Sort records. Right-click a record in the grid and select a sort option from the menu.
- Print the grid. Click Print on the button bar, or right-click the grid and select Print from the menu.
- Refresh the grid. Click Refresh on the button bar to refresh the grid contents with changes made by other staff. Refresh displays the grid contents in ascending sorting order.
Your changes save when you click elsewhere on the grid or in the window, or when you navigate away from the grid.