Return Purpose – Change the purpose on returns to and from filing, planning and training.
Calculate – Recalculate a batch of returns to see the effect of a tax rate change. Choose to just calculate, or also optimize the return and update the review messages. See the Batch calculate help topic.
Add files to a batch
In the List returns view, check the boxes in the column at the far left. To remove a single file from the batch, click again to clear the box.
To check or clear all boxes in this column, check the box in the heading of the column.
In the Client card view, check the box next to the file name in the preview. Files added to batch lock automatically to prevent editing and show a lock next to the name.
Clear all files from the batch by clicking clear batch.
When you have selected all the files you need, click the yellow batch box to go the batch screen.
Client Manager batch locking symbols
When you add files to a batch, the Client Manager locks them so that no other changes can be made before batch processing. Icons in the Client Manager tell you the locking status:
Files with a lock icon are included in the batch, which means no one can change them until they are removed from the batch.
Missing files have a question mark icon and they will not be processed.
Read-only, or in-use files have a “do not write” icon and they will not be processed.