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How to Add Amended Return Status Columns to the Client List

Desktop · Written guide Content date 1 min read

In Tax Processors Plus Desktop, amended return columns can be added to the Client List that displays with the Quick Menu.

To add the columns, from the Quick Menu select:

  • Configuration
  • Advanced Configuration
  • Display Settings
  • Edit Client's 1040 List
  • Reset Client List
  • Select Columns to Display on Client List - If there are columns that you do not want to display, uncheck the boxes, then select Ok.

The Amended E-File Return Type and Amended E-File Status columns will display on the far right of the client list. As with any column, they can be dragged to any position on the client list.

Additional Information:

Managing the Client List