Open a Return
- To open a return, selectReturnsReturns.
- Select the hyperlinked name of the report you want to open.
- A windows opens that lets you open and work on the sheets in the return. Use the left pane to select the sheet you want to open.
Icon | Function |
---|---|
![]() | The Save icon options include saving specific versions of calculations, importing, exporting, or saving the sheet to a spreadsheet. |
![]() | The Refresh icon options include the ability to update the return with changes made by other users' import data. |
![]() | The Print icon options include the option to print the return and configure print settings. |
![]() | The E-file icon include options for filing a return electronically and viewing e-filing errors. |
![]() | The View icon options allow you to switch between data, review, and final views of the sheet. You can also show and hide hidden data. |
![]() | The Insert icon options allow you to insert rows, columns, and sheets. You can also insert an Excel sheet. |
![]() | The Delete icon options allow you to delete rows, columns, and sheets. |
![]() | The Undo icon lets you undo your previous change. |
![]() | The Redo icon cancels a previous undo. |
![]() | The +/- icon lets you toggle between positive and negative values. Select a calculation, then select this option to switch between a negative and positive value. |
![]() | The Format icon provides formatting options at various levels. |
![]() | The Notes icon lets you add notes and attachments. |
![]() | The Tools icon provides access to various tools and settings. |
![]() | The International icon provides access to options for changing currency and language settings. |
![]() | The Override icon shows the number of cells that contain imported values that were overridden with manually entered values. |
The Errors and Notes indicator shows errors and notes. Select the small down arrow to open a menu that lets you toggle between errors and notes.If there are multiple errors or notes, you can select the small forward and backward arrows to page through the errors and notes in the workbook. |