Grouped Returns: Change or Ungroup

If a return has been added to a group, you can change/update the group or remove it from the group completely. 

Important

If the return has already been delivered, the user must first recall the return. Returns cannot be moved or changed if they are in the Delivered Returns Report. 

1. Navigate to the Send Tax Returns. 
2. Select the return(s) that you need to change.
3. Click Group Actions. 
4. Select the radio dial for one of the options below:
   • Create New Group
     
     • You must type in a new group name.
   • Add to Existing Group
     • You must select an existing group from the drop-down.
   • UnGroup Returns(s)
     • Remove the return from a group. 
5. Click Save.