This step allows you to open a Business Return you have already created to continue preparation of the Business Return. Note: This function also allows you to add a new Return by filling in the Employer ID number in the Return Lookup screen and clicking ADD.
To open an existing Return:
- Click on Lookup button on the Toolbar. The Return Lookup screen will appear.
- Under Search Criteria, next to BUSINESS NAME or EIN, or select the search criteria you want to use from the dropdown list.
- Enter the data that corresponds to the search criteria of the Business and click GO, and only Businesses with that search criteria will appear.
- Or, click GO without entering any search criteria, and a list of all Business Returns will appear, or to use other Search Criteria, see page161.
- Double click on the correct Return after scrolling down to find it and the selected return will open.