Capture Table

From the work item on the Work List find the following

Return Class
And

Return Status Indicator RSI

Use the table to decide how to process the return information shown on the P35 printout.

Return Class / RSI / Capture as
ORIG / 1 / Original Part P35
ORIG / 2 / Original Complete P35
ORIG / 3 / Original Complete P35
ADD / 1 / Additional Part P35
ADD / 2 / Additional Complete P35
ADD / 3 / Additional Complete P35
PF / 1 / Use Function VIEW EOY RETURN DETAILS to determine if a return has already been captured for the year
If no return has been captured for the year, capture this return as an Original Part P35
If a return has already been captured for the year, capture this return as an Additional Part P35
Note: Ensure you tick the Proforma checkbox
PF / 2 / Use Function VIEW EOY RETURN DETAILS to determine if a return has already been captured for the year
If no return has been captured for the year, capture this return as an Original Part P35
If a return has already been captured for the year, capture this return as an Additional Part P35
Note: Ensure you tick the Proforma checkbox
PF / 3 / Use Function VIEW EOY RETURN DETAILS to determine if a return has already been captured for the year
If no return has been captured for the year, capture this return as an Original Part P35
If a return has already been captured for the year, capture this return as an Additional Part P35
Note: Ensure you tick the Proforma checkbox

Also ensure you tick one of the following checkboxes dependent upon how the return or return part was filed

EDI
Or

FBI