Selecting Columns in a Grid

The Column Selection window allows you to select the columns to display and their order in the Return Manager grid. You can select grid columns in two ways. Use the following procedure to select columns for client search results, Quick Search results, and static views. To define columns for custom views, see Managing Custom Views.

  1. Click in the upper right of the Grid, or right-click a column header in the Return Manager grid and select Edit Columns from the menu. The Column window displays.

    2. Note: Click the X on the right of a column name to remove it from the selected columns. Columns removed are added back to the Add Columns screen and placed in alphabetically order.

  2. Click Add Columns.
  3. Select the columns to display in the grid and the order in which they should appear.
  4. Click Done to save your changes.

You can sort the column order in this Columns screen by dragging the column boxes into the desired order. You can also pin columns by dragging to the top of the Columns screen or clicking on the right ride of the column name.

You can also arrange, sort, and resize columns using the column header. See Using Return Manager Grid Controls for more information

Changes you make to the column selection, sort order, column order, and column width are retained for the following:

  • Client search results (using the Search box above the grid)
  • Quick Search results
  • System-defined static views, which include the following:
    • Most recently used returns or templates
    • Returns or templates created for an installed tax year
    • Returns or templates created for an installed tax year that have not been rolled forward (no longer a static view)
    • Electronically filed current-year returns with e-filing status