Getting to Know the Return Manager Grid

The grid lists returns or templates, displaying all existing items for the selected view, client Search results, or Quick Search results. After selecting to display a view or search, records you have permission to view or access load in the grid.

Note: Returns associated with secured clients (clients that a client access group restricts you to view) do not display.

The system default is to display the most recently used returns or templates. You have the option of changing the default to display the last view used or a custom saved view. You can also modify the default number of 10 tax returns or templates that display in the Most Recently Used view. Select User Options from the Application menu in Return Manager, and then select Tax > Return Manager on the navigation panel to change the default options.

For Quick Search results and all views except the Most Recently Used view, when the number of records exceeds a single page, you can move between pages of records using paging controls.

Changes you make to the column selection, sort order, column order, and column width are retained when selecting Update View.

For more information about paging and the controls used to change the grid display, see Using Return Manager Grid Controls.

For more information about populating returns in the grid, see Using Views in Return Manager , Using Quick Search, and Searching for Returns and Templates