Use the following steps to transfer a return to a sub office within desktop/hosted.
Important Note: To send the return to a different sub office, it is required to move the tax return to the User ID you wish to receive before following the steps below.
- From the main/master installation, open the Work In Progress Summary (WIP).
- Transmit to Central Site to receive the latest versions of returns from sub-offices.
- Open the tax return.
- From the menu select Return->Transfer Return. A "Transfer" window will appear verifying the sub-office the return will be transferred to.
- Click Yes to queue the return to be transferred back to the office.
- Click OK to close this window.
- Close the return and return to the Work In Progress (WIP) (Note: This will not lock the return at the Main/Master User ID).
- Click on Transmit to open the transmission screen.
- Verify that Transferred Tax Return(s) is shown on the transmission screen (These do not show up in the Filter section.)
- Click the Transmit Button to transmit to the Central Site.
- The sub-office will transmit after to receive the return.