Sorting Returns

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Menu Item File Arrow Head Order By

 

A form's Order By menu can be used to arrange (order) its returns in a specific order. The ordering you select is referred to as the current ordering.

 

Every time you change a form's current ordering, Account Ability rearranges its returns in a relative record set. The relative record set always applies when browsing, printing, exporting, preparing electronic transmittals, generating reports, etc.

 

The Order By menu varies from form to form. Shown below is the Order By menu for Form 1098. The check in front of Account indicates that the current ordering is the payer's Account number.

 

1098 Order By Menu

1098 Order By Menu

 

note Note

 

Account Ability assigns each return you enter a unique ID number (ID #).
Select Natural Order to arrange your file by ID #.
The ID # is displayed at the top of each form's user interface.