Support CenterQuick Search To Find and Open a Return
Quick Search To Find and Open a Return
Search by Full SSN or EIN
To search by a full Social Security number or Employer Identification number, use the following steps:
Press Ctrl+Q to open Search/Query for Taxpayer.
Enter the taxpayer SSN or EIN.
Click Search or press Enter. The Query Results window for the tax return will open immediately.
If the Edit Return button is enabled on the Query Results window, you can click it to open the return.
If you are logged in as the user who owns the return, the return will open. If the return is located in another user's directory you will be prompted to change to that user name. If the user name you are changing to is password protected you must know and enter the password. When you click OK on the Change User window, the return will open.
Search by Partial SSN or EIN
If you enter a partial SSN or EIN and follow the same steps given above, a list of returns matching the criteria will appear in the bottom part of the Search for Taxpayer window. Double-click the desired return to open it. If another user owns the return you will be prompted to change to that user name first.
Search by Taxpayer Last Name (1040 Returns Only)
To search by a taxpayer's last name, use the following steps:
Press Ctrl+Q to open Search/Query for Taxpayer.
Enter all or part of the taxpayer last name in the Taxpayer's Last Name box.
Click Search or press Enter. If there is only one return with that taxpayer last name and you are logged in as the user who owns the return, the Query Results window for the tax return will open immediately.
If there is more than one return that meets the criteria a list of returns matching the last name or partial last name will be shown in the box at the bottom of the window. Double-click the desired taxpayer.
If the Edit Return button is enabled on the Query Results window, you can click it to open the return.
If you are logged in as the user who owns the return, the return will open. If the return is located in another user's directory you will be prompted to change to that user name. If the user name you are changing to is password protected you must know and enter the password. When you click OK on the Change User window, the return will open.
Additional Information
Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Bsqueda rpida para encontrar y abrir una declaracin de impuestos
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