Select the Return Stage

Once return stages are created by the Admin, you can change the return stage while working in an active return or from the return list.

Return stage from inside a return

To select a return stage from inside a return, use the following steps:

  1. Open a return.
  2. Click Return Summary.

  1. Select the Return Stage from the list.

Return stage from the return list

To select a return stage from the return list, use the following steps:

  1. Click Tax Returns.

  1. On the return list, select the return stage from the Stage list on the row of the applicable return.

See Also:

Create Return Stages