Using Views in Return Manager

You can create, edit, or modify grid views according to the different functions of your business. Views define the filters, columns, and sorting information to determine the records and associated data shown in a grid.

The following types of views are available:

  • Private Views . Views that you create. Private views are visible and available only to the creator.
  • Shared Views . Views that can be created by anyone in the firm. Staff must be granted the functional rights to the Shared Views Library. Four functional rights exist for this view. For example, you may have the view and edit permissions but not the add and delete permissions.
  • Static Views . Provided by the system and available to all staff. Grid columns can be manipulated and saved for static views; however, static views cannot be changed, renamed, or deleted.

Views are stored in the following panes on the navigation panel:

  • Returns > Views. Displays private and static views. You can also create custom folders for categorizing views. Shared views can be added as a private view by right-clicking a views folder and selecting Add Shared View from the menu.
  • Shared Views Library. Displays shared views that you have rights to access.

Organizing Views

You can create folders for categorizing private and shared views. The folders, sub-folders, and views are located under the private or shared parent folder. The New > Folder command creates a new folder under the selected folder. You can then name your new folder. Folders with the same name can exist as long as they are not under the same parent folder.

Use the commands in the Organize group on the Views tab to cut, copy, and paste existing views. Additional ribbon commands allow you to rename, delete, and define a new name, description, or owner for a view.

Setting a Default View

The Return Manager window in User Options > Tax sets the default grid view that displays when first displaying Returns or Templates in Return Manager. You can also select the default number of most recently used returns and templates to display in the grid. See Setting Your Return Manager User Options for more information.


After selecting to display a view, records for the view load in the grid. For 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 controls located below the grid.

Click to display the first page of records.
Click to display the previous page.
Select the page number to display from the list.
Click to display the next page.
Click to display the last page of records.
Select how many records to display per page from the list.

Your selected number of records per page is retained by the system for all Return Manager views, except the Most Recently Used view. The number of records that display in the Most Recently Used view is configurable in User Options > Tax > Return Manager and can include up to 50 records.

Note: The paging controls do not display if the number of records in the grid do not exceed one page.

Using Quick Search

Quick Search is an easy way to define the returns that display in the Return Manager grid by specifying values from return component filters. Quick Search settings can then be saved as a new view. Click Returns on the navigation panel and expand Quick Search to display the available filters. See Using Quick Search for more information.

Searching for Records

You can search for records in the following ways:

  • The Search box immediately above the grid searches the entire system, not just the current grid page, for specific client IDs, client names, and template names. This feature refreshes the grid, displaying only the records that match your search criteria.
  • The Find box in the Grid View group on the Home tab searches the contents of the current page.

See Getting to Know the Return Manager Grid for more information.