Filter returns based on EFILE status in Client Explorer

1. In ProFile, open the Client Explorer.
2. Select Filter in the Client Explorer.

The filter pane displays.

3. Select the applicable tab or module.
4. Filter the specific year for the query you would like to run.
5. Select the Status to be applied to the query.

6. Select Apply Filters.

The query applies only to returns of a single type. To display only the files matching the query criteria, clear the other modules checkboxes to remove those client files from the list. The prior years should also be cleared.

Hint: Right-click on a module, then select Clear All to clear all years, facilitating the selection of a single year.