Setting Your Return Manager User Options

The Return Manager user options allow you to set preferences for tax return and tax template views.

To set your Return Manager options, do the following: 

  1. Do one of the following to open User Options:
    • Select User Options on the Dashboard navigation panel.
    • Click the Application button and select User Options.
  2. Click Tax > Return Manager on the navigation panel.
  3. Enter Closedoptions for tax returns and tax templates.
  4. Click OK to save your changes.