Short-Year Rollover: Preparing the Original Return

1. Select Returns in the top menu.
2. Enter the locator criteria as applicable, including Account, locator number under Return, Tax Type, Taxpayer Name, Year, and Client Code.

   

3. Select the link under Taxpayer Name for the return needed.

   

4. The Organizer for the chosen return is displayed.
5. Do a full recompute (File > Full Recompute).
6. Exit the return (File > Exit). Select Exit on the dialog box to close.

 

 

 

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Last Modified: 02/13/2020

Last System Build: 02/03/2022

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