Authorized Returns

The Authorized Returns report lists details about the returns for which authorizations have been applied.

Permissions Required for this Report

In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:

• Security group profile > Functional rights > Reports > Shared Library > Shared Views
• Security group profile > Functional rights > Reports > Firm Library > Custom
• Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
• Security group profile > Functional rights > Reports > Firm Library > <report name>

Report Specifications

The following report options and filters are available to determine the report contents.

Options and Settings
There are no options and settings for this report.

Default Filters
Field Name	Operator	Value
Date	Between	First Day of Current Calendar Year, Today
Tax Year	IN	All
Region	IN	All
Business Unit	IN	All
User ID	IN	All
Return Group	IN	All
Client Name	IN	All

Optional Filters
Available Fields
Authorization Date	Federal	Return ID
Business Unit	Name	State
Client ID	Office	Tax Year
Client Name	Region	Time
Date	Return Group	User ID

Grouping
Available Fields
Business Unit	Office	State
Date	Region	Tax Year
Federal	Return Group	Time
Name	Return ID	User ID

Sorting
Available Fields
Business Unit	Office	State
Date	Region	Tax Year
Federal	Return Group	Time
Name	Return ID	User ID

Report Fields

The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.

Report Fields
Field	Description
Date	The date the authorization was applied to a return.
Time	The time the authorization was applied to a return.
Office	The office name associated with the return.
Return Group	The return group name associated with the return.
Return ID	The return ID.
Name	The client name associated with the return.
Federal	The federal return type.
State	The state unit associated with the return.
User ID	The user ID that processed the return.

Authorized Returns Sample Report