Support Center

🔍 How can I easily find the file I want in the Existing Returns window?

This guide shows you how to sort and search in the Existing Returns window.

Clicking the column headings will sort the returns by that column. Clicking the heading once sorts on that field and clicking the same heading again will reverse the sort.

In addition, when you click on SSN/EIN or Filename, the text fields above the return list are activated, allowing you to enter part or all of an SSN/EIN or filename to find. The SSN/EIN field is active by default but will be greyed out when you click on another column heading.

❌ Common Errors

If the search fields don’t appear, click the SSN/EIN or Filename column again to re-activate the filters.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket