While working in a Personal or Business Return, click on RETURN in the Menu Bar, drag the arrow down to the function you need to use, and click once. The action taken by the program will depend on your chosen function.
SAVE RETURN – This function saves the Return as it exists at a particular moment in time without exiting the Return. This Menu item works in the same manner as the SAVE button in the Return Toolbar.
TAX ESTIMATOR – (Personal Returns Only) This function jumps to the Tax Estimate-Estimator Form in the Attached Forms list and opens this Form. The Tax Estimator allows you to predetermine an approximate amount of tax that will be owed by or refunded to your client.
VERIFY RETURN – This function Verifies the Return. This Menu item works in the same manner as the VERIFY button in the Return Toolbar.
QUEUE RETURN – This function Queues the Return. This Menu item works in the same manner as the QUEUE button in the Return Toolbar.
PRINT RETURN – This function Prints the Return. This Menu item works in the same manner as the PRINT button in the Return Toolbar.
INFO/STATUS – This function jumps to the Information and Status Form in the Attached Forms list and opens this Form.
REJECTS/ERRORS – This function jumps to the Return Errors and Rejects window so that you may quickly view any Import Errors, Verify Errors, or Rejects for the Return.
SUSPEND RETURN – Suspending a Return will prevent it from being sent to the IRS even if it is transmitted to Central Site. You may be instructed to use this function by Technical Support when they are trying to troubleshoot a problem with a Return.
TRANSFER RETURN – This function opens the Transfer Returns window which is used to Transfer Returns either to an external storage device or a zip drive for retrieval by another computer.
DELETE RETURN – This function deletes an entire Return including any attached State Returns.
Y-T-Y TRANSFER –This function transfers Tax Return data from the previous year’s program. This function is only necessary if the current Return is being created prior to when the Year-to-Year authorization code is entered and communications with Central Site have taken place. The data transferred during a Year-to-Year transfer is placed either in the current Return or in the ProForma forms depending on where it belongs.
RE-LOAD BILLING – This function operates as soon as it is selected from the dropdown list. This function recalculates the invoice for the return if any changes have been made to the return or billing scheme that would affect the amount due.
COPY TO TRAINING – This function will create a copy of the return and place it in the training database.
REVIEW BOOKMARKS – This function allows you to view Bookmarks in the Return Bookmarks window. This function is covered in Chapter 4.
PREPARER NOTES – This function opens the Preparer Notes window. This Menu item works in the same manner as the NOTES button in the Return Toolbar.
OVERFLOW DETAILS – This function opens the Overflow Details Listing window to view all instances where the Open Statement function from the Form Menu was used to create an overflow list on a Form. See page 157 for directions to use the Open Statement function.
DELETE STATE – This function is similar to the Delete function in the Return Menu, however, it only deletes the State Return. Additionally, it allows you to choose which State Return you would like to delete.
K-1 MANAGER – (Business Returns Only) This function opens the K-1 Manager in the Business Return. See page 143 for details.
CLIENT APPOINTMENT – (Personal Returns Only) This function opens the Client Appointments window. This Menu item works in the same manner as the APPT button in the Return Toolbar.
DOCUMENT ARCHIVE – This function opens the Archived Documents Listing window. This location stores Returns as PDF’s which have been signed by a Signature Pad and documents or other images that have been scanned. Once a Return has been signed, it becomes a permanent record here and remains even if the Return is altered and resigned at a later date. This function also provides for the scanning of additional documents.
EVENT LOG – This function opens the Event Log which shows the actions that have been taken in the program with a time and date stamp. This function also allows the user to add events.
SCAN BARCODE FORMS – This function opens the Scanned Forms Listing window. This function is covered in Chapters 4 and 5.
TEXTLINK PLUS – (Personal Returns Only) This function opens the TextLink-Text Messaging Option window. This function is covered in Chapter 4.
LOCK/UNLOCK – This function Locks and Unlocks the Return. The user will be prompted when the function is activated whether the Return has been locked or locked.
CHANGE OWNER – This function allows the user to change the Owner/Tax Preparer of the return. The user will be prompted to choose a new owner when the function is activated.
CHANGE ENTITY TYPE – (Business Returns Only) This function opens the Change Entity Type window and allows the User to change a business entity from one type to another.
IMPORT FINANCIAL DATA – (Business Returns Only) This function allows the User to import data for either the balance sheet or income statement using a CSV file. See Appendix 6 for details.
CLOSE RETURN – This function closes the Return.
SPLIT TAX RETURN – (Personal Returns Only) This function allows the user to change a state-level Married Filing Joint Return for Registered Domestic Partners into two federal single tax returns or a federal/statelevel Married Filling Joint Return into two federal/state Married Filing Separately returns. The user will be prompted to choose a new filing status when the function is activated.