Roll Over of Tax Returns

[Edward]

This AM I hit the Roll Over Tab and of course the 2010 alphabetical file comes up - but when the listing of clients for 2010 appeared the names were scrambled and not in alph order. I've never had this experience before. I then went out of the 2011 program and called up the 2010 ATX program and all the names were in alph order. Wonder why they are not in alpha order when I go the roll over program for 2011? Have I done something wrong? Anyone have a problem like this?

[GeneInAlabama]

It's been a couple of years since I used ATX, but you should be able to go the box at the top of the column for the last name and click on that. That should put the list in alphabetical order.

[JohnH]

I'm not sure why your returns are out of alphabetical order in the Rollover Manager, but you can re-sort them by simply clicking on the "Return Name" title at the top of the column. This is useful for sorting them in alpha order or clicking it twice to sort them in reverse alpha order (such as when you are looking for someone whose name begins with S,T,U,V,W,X,Y,Z for example). I toggle back and forth with this field regularly. You can also use this feature to sort by other column headings, such as unique cities or to group returns by state, preparer, etc.

[Edward]

Thanks JohnH - it worked - I had feared I was faced with a major problem - Greatly appreciated......