Scan Returns

The Scan Returns feature identifies returns that could be affected by legislative changes, such as tax rate or tax bracket updates, and system updates that resolve filing or calculation issues.

Available scans display on the Scan Returns window. The system generates a report for each scan you selectively submit from the list. Reports are available to review, print, and export for 30 days from the day scans are submitted. Scan results older than 30 days are deleted. For information about submitting scans, see Using Scan Returns.

To display a report, do the following:

  1. Click View Results for a completed scan in the Scan Returns grid to display a report of the scan results.
  2. Review the report and, if needed, select from the following options:
  3. Component Description
    Print Click Print on the button bar to send the report information to any printer installed on your machine for reference or filing purposes.
    Copy Click Copy on the button bar to save the report information to an external file.
    Find Enter a value in the search box below the grid and click the right or left arrow to search for text in the window. Enter the complete criteria to search for a specific record or partial information to search for similar matches.
  4. Close the report viewer.