In Return Manager, you can search for records in several ways.
- Client Search. The Search box located above the Return Manager grid on the right side, searches the entire system, not just the current grid page, for specific client IDs or taxpayer names. This feature refreshes the grid, displaying only the records that match your search criteria.
- Quick Search. Quick Search filters can be accessed by clicking next to the Client Search box to search the entire system, not just the current grid contents, for tax return criteria other than client ID or name. See Using Quick Search for more information about this feature.