How to Transfer a Return to The Originating Sub-Office From the Main/Master Installation

Use the following steps to transfer a return to a sub office within desktop/hosted. Important Note: To send the return to a different sub office, it is required to move the tax return to the User ID you wish to receive before following the steps below. Follow KB 269 to change the tax return owner.

1. From the main/master installation, open the Work In Progress Summary (WIP).
2. Transmit to Central Site to receive the latest versions of returns from sub-offices. 
3. Open the tax return. 
4. From the menu select Return->Transfer Return.  A "Transfer" window will appear verifying the sub-office the return will be transferred to. 
5. Click Yes to queue the return to be transferred back to the office.
6. Click OK to close this window. 
7. Close the return and return to the Work In Progress (WIP) (Note: This will not lock the return at the Main/Master User ID). 
8. Click on Transmit to open the transmission screen. 
9. Verify that Transferred Tax Return(s) is shown on the transmission screen (These do not show up in the Filter section.) 
10. Click the Transmit Button to transmit to the Central Site.
11. The sub-office will transmit after to receive the return.