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Return Index Navigation Panels

Accountants Enterprise only

These panels offer frequently used Reports and Functions and the option to create a Favourites list, that is, returns that may require easy or frequent access currently.


These are frequently used reports otherwise available from the Reports menu.


These are frequently used functions available from various places in Tax.


Favourites: Each user may add up to 8 returns to Favourites at any one time. These are shortcuts to returns currently being prepared.

To remove a return from Favourites, right-click on it in Favourites and click Remove.

Right click Menu

The right click menu includes:

Toolbar icons

These icons perform the selected function for the highlighted return including:

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