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Transfer Return Transactions

Accountants Enterprise only

This procedure enables the operator to copy Tax Tracking steps change from one return to another.

To transfer steps to a return
  1. In the Events and Steps Browser click the Maintenance > Transfer Return Transactions to open the Transfer Steps to a new Return Code dialog.
  2. In the From Return field enter the Return Code from where the steps will be sourced. If the code is valid the Return name displays.
    Alternatively, click [F10] to select the return from the current ledger.
  3. In the To Return field enter the Return Code where the steps will be attached. If the code is valid the Return name displays
    Alternatively, click [F10] to select the return from the current ledger.
  4. Click OK to transfer the transactions to the new return.
  5. Repeat these steps for the next return to be processed or select Cancel to close the dialog.
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