Adding and Opening Tax Returns and Templates

Create or open tax returns and templates using the Application menu in Return Manager. Return Manager includes a Returns page located at the top of the window. You can add or open tax returns from the Returns page. Provided you have the assigned permission rights, you can create new clients when adding new returns. When adding returns for an existing client, the list of available clients is defined by your rights to access specific clients. You also have the option of entering a password to secure new returns.

Select from the topics to the right for information about adding and opening returns and templates.