Utilities for returns 2024

These routines all occur on the Utilities menu:

Export batch from index 2024

Exporting returns 2024

Importing returns 2024

Export: audit updates

Unlocking and locking returns 2024

BAS/IAS import 2024

MCS import 2024

Fund return import 2024

(Series 6 & 8) Importing account transactions including farm accounts 2024

(Series 6 & 8) Client GL account mapping 2024

(AE, Series 6 & 8) Integrity check 2024

(AE, Series 6 & 8) Recalculate Schedule Totals Selection 2024

(AE, Series 6 & 8) Clear Single User Locks 2024

(AE, Series 6 & 8) Special Routines 2024

To change a number of returns select Maintenance > Bulk Return Edit 2024.