This task details the process for accessing previously filed tax returns.

1. On the Navigation Menu, select Returns.
2. From the Client Selection dropdown menu, select an account to view the appropriate tax returns.
   Tip:

   Use the search box to type in the client name.

3. Use the arrow icons to move back and forward a month.
   Tip:

   Click the month to view all available months and years.

4. Click the Territory dropdown menu to view the returns for a given territory.
5. Once the filters are applied, you can view the tax return file(s).
6. To download a file, check the corresponding box and click the Download icon.
   Note:

   The associated files are downloaded as a .zip file containing the User Name, Data, and Period.

7. To review a specific file, click the Options icon, then the Download button.
   Note:

   Selected files can be opened, saved, or cancelled.