Search for Returns Containing Specific Form

[carolynm]

Is there a search somewhere within ATX where one can search for all returns containing a specific form?

I know I filed a number of S-corporation elections last year and want to be sure I don't skip them when filing the extensions today.

Thanks

Carolyn

[Catherine]

Is there a search somewhere within ATX where one can search for all returns containing a specific form?

I know I filed a number of S-corporation elections last year and want to be sure I don't skip them when filing the extensions today.

Thanks

Carolyn

From the Rollover Manager, click on the "Type" heading and it will give you all your 1120's and 1120-S's in a row. And using the Rollover, you'll be sure to get everyone from last year's list.

[kcjenkins]

Tax Warehouse?

[carolynm]

I'm not worried about the client who I filed 1120-s forms for last year -that's easy. I've got them done. I just recall filing a few S corp elections last year ...I think they show up as "other"...I think I've got them now but is it possible to save type "other" files with a specific name? For example..if I prepare a 2553 I'd like it show as a 2553 in the type field of the return manager.

[Gail in Virginia]

I use the client # field on the return manager to help identify information. For example, if I file an extension on a return, I type EXT in that field.