Managing Tax Return Data in Return Manager

Using Return Manager Functions

Tax return management functions are located in the Manage group on the Return Manager Home tab. Select from the topics to the right for information about updating, reviewing, prohibiting changes to, and unlocking tax data.

Tax return functions are listed horizontally above the Returns grid. Select one and then multiple returns in the grid to see how your selection affects the availability of these functions.

Select from the topics to the right for information about updating, reviewing, prohibiting changes to and unlocking tax data, and using utilities.