1040-SR (Desktop) | Missing Returns in the Clients List

Owned by Sigma Tax Pro
Last updated: Feb 14, 2024
3 min read

If you’re not able to see all the tax returns in the client list, this could be due to a few reasons:

  • The Client List may be filtered

The client list can be filtered by setting a column filter (using the filter icon at the top of each column) as well as by entering something in the search field at the top left:

If the Client List has been filtered, whether deliberately or accidentally, you will see the correct total at the bottom left of the list next to "Total:" but the returns you see will be limited to the filters you have set. To clear the filters that have been set, click Clear Filters at the bottom of the Client List.

 

  • The Client List may need repair

If you still can’t see all your returns, it's possible the database file that oversees and catalogs the tax returns needs to be rebuilt. Doing a database rebuild requires a security role that allows you access to the Utilities menu.
To rebuild the tax return pick list, from the Main Menu, go to Utilities

 

Click Repair Tax Return Pick List

You will be prompted to be sure all the states included in the tax returns are installed before continuing. You may not have all the states needed if you just loaded returns off a backup or received one or more via Office to Office Transfer. If you're uncertain, answer NO and check for updates before proceeding. Answer YES to proceed.

  • Network Configuration May Be Incorrect

If you have recently switched to a new computer or changed the computer that serves as your office's main computer, you may find that some of your tax returns are missing from the client list. This could be due to an issue with the network configuration, which has not been updated to reflect the changes to your computer or file server. If you have access to the Configuration menu, you can check to see if the network configuration has been updated. If it’s not, you may need to update it in order to access all of your tax returns as usual.

From the Main Menu, go to Configuration

Go to System / Network Configuration Menu

 

Select Are You Using a Network? and answer YES or NO
(depending on whether your PC is the only one that works on tax returns or whether there are other computers in the network)

Does this PC function as the File Server in a networked office?

  • Ensure Are You Using a Network? is YES.

  • Ensure File Server? is YES.