Find returns with specific form?

[Marie]

Is there a way in the ATX software to find returns with a specific form. I want to look at all my returns with Sch F's. Is this possible?

[JRS]

Go to Return Manager, then to tax warehouse. Scroll across and you can see what areas your clients had entries. It goes by classification, like business, interest and farm. It might not help that much, but you can at least narrow it down.

[Ray in Ohio]

do what JRS says and then click on the "Farm" tab at the top and all the returns with Schedule F will pop to the top of the list and you won't have to scroll down thru the whole list of returns to find the ones with "F".

[kcjenkins]

And you can sort any column that way, by just clicking at the top. Click twice to reverse sort. So if you want to sort amount billed click on the top, you will get it sorted low to high. Click again, it will be sorted high to low. Ditto for AGI., etc.