Group Tab

The group tab displays all pages included in the return and can be used to move, delete, and restore pages. 

 Note:

Pages appear in the order that they were uploaded; the order of the pages cannot be changed.

Groups

• The left panel displays a list of all recognized form types:
  •  View All
  •  Transmittals
  •  Tax Returns
  •  E-File Authorizations
  •  Vouchers
  •  K-1's (if present)
  •  Invoices (if firm settings allow)
  •  Deleted

Navigation

1. Scroll using the scroll wheel on the mouse to navigate through all Groups present in the return.
2. Narrow the search by Clicking the Group tabs on the left.
3. Click   to reach the first page in the current Group.
4. Click   to go back a page in the current Group.
5. Click the page number to go to that page directly.
6. Click   to move forward a page in the current Group.
7. Click   to reach the last page in the current Group.
8. Enter a specific page number and press Enter on your keyboard to reach that page directly.

Move Individual Pages

1. Click a section in the left panel to locate pages to be moved. 
2. Click the checkbox in the top right corner of the page(s). 
3. Click Move To. 
4. Click the appropriate section OR
5. Drag/drop the page into the correct group. 
   • You may be prompted to enter additional information when moving some forms. 

Move Groups of Pages

1. Click a section in the left panel to locate pages to be moved. 
2. Click Select All.  
3. Click Move To. 
4. Click the appropriate section.
   • You may be prompted to enter additional information when moving some forms. 

Restore Pages

Pages moved to the Deleted section are not delivered to the taxpayer. To restore those pages:

1. Navigate to the Deleted section in the left-hand panel. 
2. Click Select All or choose specific pages. 
3. Click Move To. 
4. Click the appropriate section.
   • You may be prompted to enter additional information when moving some forms. 

IMPORTANT:

If a page is not correctly recognized or categorized, please Report a Problem from within the return to notify our Support Team. Please include the page name, page number, and what Group it should be in for the quickest resolution.

Once you have completed reviewing the Group Tab, click Next across the bottom or click the Transmittals tab across the top.

Follow this link to proceed to the next step in the process, the Transmittals Tab.

Client Info Tab Group Tab Transmittals Tax Returns E-File Additional E-Sign Documents Vouchers K-1s Invoices Attachments Delivery Options