Filtering for ProSystem fx Tax Returns

To begin the batch link process, you first need to find the returns you want to link. Use the filters available on the Batch Link ProSystem fx Tax Returns window to find the returns.

To find the returns to link, do the following:

1. Select the Tax year for the returns from the list, if necessary. The current and previous tax years are listed.
2. Select the Tax product from the list. All tax products are listed.
3. Select the Office group from the list. All office groups are listed.
4. Select the Preparer from the list, or leave the default selection (All) to include all preparers.
5. Click Find Returns to locate the returns to link and continue to the Project filters window, or click Cancel to end the Batch Link process.