Setting Your Return Manager User Options

The Return Manager user options allow you to set preferences for tax return and tax template views.

To set your Return Manager options, do the following: 

1. Do one of the following to open User Options:
   • Select User Options on the Dashboard navigation panel.
   • Click the Application button and select User Options.
2. Click Tax > Return Manager on the navigation panel.
3. Enter options for tax returns and tax templates.

Component	Description
Returns
Number of most recently used returns to display	Select the number of most recently used returns to display in the Return Manager grid when Returns is selected on the navigation panel. You can select from 1 to 50. The default number is 10.
Default view	Select to display one of the following default views when Returns is first selected on the navigation panel: Most recently used returns. Displays the returns that you have most recently opened. Last view used. Displays the view you last selected. If your last view was from using Quick Search, returns based on that search criteria will display when you open Return Manager. Saved view. Displays the custom view you select from the list. You can choose from private and shared views, provided you have access to shared views.
Templates
Number of most recently used templates to display	Select the number of most recently used templates to display in the Return Manager grid when Templates is selected on the navigation panel. The default number is 10.
Default view	Select to display one of the following default views when Templates is first selected on the navigation panel: Most recently used templates. Displays the templates that you have most recently opened. Last view used. Displays the view you last selected.

4. Click OK to save your changes.