IF AN ERO SCANS DOCUMENTS INTO THE WRONG RETURN, FOLLOW THESE STEPS TO MOVE THEM TO THE CORRECT ONE
- GO TO UTILITY --> SYSTEM UTILITIES
CLICK ON SCANNED DOCUMENTS UNDER DOCUMENT ARCHIVE
CLICK ON RUN UTILITY
THE MANAGED SCANNED DOCUMENTS DIALOG WINDOW WILL OPEN
- ENTER A START DATE AND AN END DATE TO NARROW YOUR SEARCH RESULTS
- FROM THE SEARCH RESULTS SELECT THE ONE THAT YOU NEED TO MOVE
- CLICK ON THE MOVE BUTTON - THE MOVE SCANNED DOCUMENT WINDOW WILL OPEN
- SELECT THE CORRECT FILING STATUS OF THE TARGET RETURN AND ADD THE SSN OF THE TAX PAYER FOR THE RETURN YOU WILL BE MOVING THE FILE TO
- CLICK ON THE OK BUTTON, THE DOCUMENT WILL BE MOVED AND WILL BE REMOVED FROM THE SEARCH RESULTS (REPEAT STEP IF MORE DOCUMENTS ARE NEEDED)
