Utilities for returns 2025

These routines all occur on the Utilities menu:

Export batch from index 2025

Exporting returns 2025

Importing returns 2025

Export: audit updates

Unlocking and locking returns 2025

BAS/IAS import 2025

MCS import 2025

Fund return import 2025

(Series 6 & 8) Importing account transactions including farm accounts 2025

(Series 6 & 8) Client GL account mapping 2025

(AE, Series 6 & 8) Integrity check 2025

(AE, Series 6 & 8) Recalculate Schedule Totals Selection 2025

(AE, Series 6 & 8) Clear Single User Locks 2025

(AE, Series 6 & 8) Special Routines 2025

To change a number of returns select Maintenance > Bulk Return Edit 2025.