Utilities for returns 2026

These routines all occur on the Utilities menu:

Export batch from index 2026

Exporting returns 2026

Importing returns 2026

Export: audit updates

Unlocking and locking returns 2026

BAS/IAS import 2026

MCS import 2026

Fund return import 2026

(Series 6 & 8) Importing account transactions including farm accounts 2026

(Series 6 & 8) Client GL account mapping 2026

(AE, Series 6 & 8) Integrity check 2026

(AE, Series 6 & 8) Recalculate Schedule Totals Selection 2026

(AE, Series 6 & 8) Clear Single User Locks 2026

(AE, Series 6 & 8) Special Routines 2026

To change a number of returns select Maintenance > Bulk Return Edit 2026.