Linking Returns to Projects
Return configuration sets include the option to link a tax return to one or more Workstream projects at the time returns are created and an option to select a default project type and project template for each return type. Additionally, each version of a tax return results in a separate work object in the project; projects can be linked to more than one return.
If all of the following conditions are true, you can link tax return to working projects:
- A Workstream license is assigned in your staff profile.
- Workstream is installed on your machine.
- The Workstream option to link the return ID and client ID to a Workstream project is selected in the return configuration set.
Linking tax returns to working projects allows you to do the following:
- Review and edit linked returns from Workstream.
- Review and edit linked projects from Return Manager.
- Create new projects from Return Manager.
- Update project and return statuses.
You can create a project to link to the return or link the return to an existing project.
Linking Returns to New Projects
- Do one of the following:
- Add a return with a return configuration set that is configured to establish links to projects. After the return is added, the Link work object window displays.
- In Return Manager, select a return in the grid and click Link to Project in the Workstream group on the Utilities tab to display the Link work object window.
- Accept the existing client and default project type and template, or select another option from the lists. Click Complex Lookup,, to define filtering criteria for a lookup list.
- Click Create & Link to create the new project and link the return to the project. The Project window displays.
- Complete the project setup. Information from the Link work object window will automatically populate the project.
Linking Returns to Existing Projects
- Do one of the following:
- Add a return with a return configuration set that is configured to establish links to projects. After the return is added, the Link Work Object window displays.
- In Return Manager, select a return in the grid and click Link to Project in the Workstream group on the Utilities tab to display the Link work object window.
- Click the Existing Projects tab.
- Select one or more projects created for the selected client from the grid.
- Do one of the following:
- Click Link & Close to link the return to the project and close the Link work object window without opening the selected projects.
- Click Link & Open to link the return to the project, close the Link work object window, and open the selected projects.
Clearing Links
To clear the link between a return and a project, do the following:
- Open the project in Workstream or use one of the following methods to open the project:
Update Status window
- Select a return in the Return Manager grid or open a return.
- Click Update Status on the ribbon.
- Select a project in the grid and click Open Project.
- Select a return in the Return Manager grid or open a return.
- Click Link to Project on the ribbon.
- Click the Existing Projects tab.
- Select a project in the grid and click Open.
- Click Links on the navigation panel.
- Select a Tax object in the Linked work objects grid.
- Click Clear Link in the grid toolbar.
- Click Delete on the confirmation window.
- Select one of the options to save your changes in the project.