Managing Multiple Business Returns (Written Version)

If you oversee several related business returns — as a controller for a group of entities, for example — you can access and manage all of them from one dashboard instead of handling each return separately.

Getting started: you’ll get an email with a link to your returns. Click through, then verify your identity with a one-time code sent to your email or phone.

From the controller dashboard, you can:

• Sort and filter the list of returns using the column headers
• Click Open on any return to review, sign, distribute K-1s, and pay — the same steps as an individual return