Updating Multiple Tax Returns

The Update feature on the Return Manager ribbon allows you to update the signer Any staff who has the assigned staff profile rights to sign in the Paid Preparer portion of the tax return. and return configuration set A set of preferences that allows the firm to configure tax return detail for signature block, print, electronic filing, tax products, and other products that interface with the Tax system. for selected returns from the Return Manager grid.

You can update all selected returns in one transaction or update selected returns individually. When you update all selected returns in one transaction, you have the opportunity to review your changes before they are applied. Updating returns individually allows you to navigate through each return and change only what is applicable.

1. Use your keyboard Ctrl key to select the returns to update from the Return Manager grid.
2. Do one of the following:
   • Update Individually
     1. Select Update > Individually in the Manage group on the Home tab to display the Update Tax Return window The sequence number of the current return and the total number of selected returns display in the lower-left corner. Returns open for editing in the same order they display in the grid.
     2. For each return, you can do one or both of the following:
        • Select from the Signer and Return configuration lists, and then select an option to save your changes and move to another return:

        Component	Description
        Save & Previous	Saves your changes and moves to the previous return.
        Save & Next	Saves your changes and moves to the next return.

        • Click Skip to move to the next return without making any changes.
     3. After making all your changes, click Save & Close to save your changes and close the window.
   • Update All Selected
     1. Select Update > All Selected in the Manage group on the Home tab to display the Update Tax Returns window showing the total number of selected returns.
     2. Select a value from the Signer list, the Return Configuration list, or both.

     Note: To discard your selections, click Reset.

     3. Click Continue. The All Selected Confirmation window lists the changes you selected.
     4. Review your changes. If needed, you can remove a change by clearing the corresponding box. The total number of items listed and the number of items selected display below the All Selected Confirmation grid.
     5. Click Apply Changes.

When the updates complete, the status of each selected record displays. If an update is unsuccessful, Exception displays in the Status column and a brief explanation displays in the Comments column.

Note: Exceptions can be Return is in-use, Return is locked, Return has been deleted, or Rights to view return only.

3. Select an option to save or search the status information.

Component	Description
Print	Click Print to send the report information to any printer device on your machine for reference or filing purposes.
Export	Click Export to save the report information to an XLS file.
Find Next	Enter a value in the search box and click on the grid title bar to select the next instance of your criteria in the grid. Enter the complete criteria to search for a specific record or partial information to search for similar matches.

4. Close the Update Multiple Log.

Notes:

• You cannot update the signer for returns that are locked by Prohibit Changes or are in use.
• You cannot update the return configuration set for returns that are in use. You can change the return configuration set for returns that are locked by Prohibit Changes.
• Returns selected for updates are shown in-use to other staff who try to access them.