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Desktop - How to Add Amended Return Status Columns to the Client List

To add amended return columns to the main client list: 

  • Go to the Main Menu of the program 
  • Select Configuration 
  • Proceed to Advanced Configuration 
  • Then to Display Settings 
  • Select Edit Client’s 1040 List 
  • Reset Client List 
  • Select Columns to Display on Client List - Unmark the checkboxes next to the columns you do not want to display. Once done, select OK. 

The Amended E-File Return Type and Amended E-File Status columns are displayed on the far right of the client list. You can drag them to anywhere on the client list.