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Utilities for returns 2023

These routines all occur on the Utilities menu:

Export batch from index 2023

Exporting returns 2023

Importing returns 2023

Export: audit updates

Unlocking and locking returns 2023

BAS/IAS import

MCS import 2023

Fund return import 2023

(Series 6 & 8) Importing account transactions including farm accounts 2023

(Series 6 & 8) Client GL account mapping 2023

(AE, Series 6 & 8) Integrity check 2023

(AE, Series 6 & 8) Recalculate Schedule Totals Selection 2023

(AE, Series 6 & 8) Clear Single User Locks 2023

(AE, Series 6 & 8) Special Routines 2023

To change a number of returns select Maintenance > Bulk Return Edit 2023.

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