Grouped Returns: Change or Ungroup

If a return has been added to a group, you can remove the return from the group and add it to a different one or ungroup and send it on its own. 

Important

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

1. Navigate to the Send Grouped Returns report. 
2. Select the return(s) that you need to change.
3. Click Change Group. 
4. You will have 3 options for how to proceed.
   1. Create New Group
      
      • Type in a new group name.
   2. Add to Existing Group
      • Select an existing group from the drop-down.
   3. UnGroup Retruns(s)
      • This option will move the selected returns to the Send Tax Returns section. 
5. Click Save.