Change or ungroup
If a return has been added to a group, you can change/update the group or remove it from the group completely.
note
If the return has already been delivered, you need to recall the return. Returns can't be moved or changed if they are in the Delivered Returns Report.
- Go to theSend Tax Returns.
- Select the returns that you need to change.
- SelectGroup Actions.
- Select the radio dial for one of the following options:
- Create New Group
- Enter a new group name.
- Add to Existing Group
- Select an existing group from the dropdown.
- Ungroup Returns
- Remove the return from a group.
- SelectSave.
