Add a QRT

Adding a QRT to a return can be done by these steps:

1. Click Edit Return in the MS Excel Ribbon.

2. Select the properties required for that QRT.

In this scenario let’s add S.08.01.01. By selecting additional asset reporting option, INV Tab will be added. Make sure quarterly reporting exemption is already selected as well.

Go to INV Tab by clicking the Next button and select Open Derivatives.

3. In the QRT SELECTION Tab, you’ll see S.08.01.01 is included. “Added” is affixed in the Added/Removed column for this QRT.

4. Save the return.

OVERRIDE:

If you wish to manually override the QRT and skip the above steps:

1. Go to QRT SELECTION Tab.

2 Click the drop down option for this QRT and select “IncludedOver”

3. Save Return.