Support CenterEditing Return Stage
🔍 Editing Return Stage
This article explains how to edit the Return Stage area on the return list screen.
⚠️ Before You Begin
You can edit the Return Stage area, but you cannot alter the return status.
📊 Step-by-Step Guide
How to edit the Return Stage field
To edit this field:
1. Log in as Admin
2. Go to Tools on the main page of the program
3. Select Edit Tax Form Defaults. (Note: This can also be edited on the fly when in a return.)
4. Choose a package, example 1040 or 1120
5. Go to Return stage at the top of the return. 
6. Click on Edit Return Stage Options
7. Click the text box under Add an item to the list and type in the desired return stage. Hit add to add the return stage to the list. You can add as many as you like.
8. Close the tax form defaults.
9. Open the return you are wanting to edit the return stage for and click on return stage.
10. Choose the return stage you want added to the return and select OK.
11. On the return list the return stage will appear.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,setup