Locating & Accessing Returns in Stratus Municipal Pro

Overview

In Stratus Municipal Pro, the year, state, company, and quarter selections determine which schedules, returns, and payment request information are displayed.

Select the Filing Year, State, Company, and Quarter

Before entering, importing, reviewing, or downloading municipal return information, confirm that you are working in the correct filing year, state, company, and quarter.

• Year - The filing year you want to work with.
• State - The state for the municipal filing.
• Company - The company you are preparing returns for.
• Quarter - For Kentucky filings, the quarter you want to view or process.

Select the Correct Kentucky Quarter

For Kentucky, Stratus Municipal Pro displays one quarter at a time.

This is different from Premium Pro Enterprise, where multiple quarters could be viewed at once. In Stratus Municipal Pro, use the Quarter drop-down menu to choose the quarter you want to work with.

Open a Return

After the correct filing selections are active, use the Municipal navigation pane to open the return or schedule you want to review.

Returns with premium data appear under the Municipal Returns folder in the left navigation pane. If you do not see the return information you expect, confirm that the correct year, state, company, and quarter are selected. Then review the Input Schedule to make sure premium data has been entered or imported.

Why This Matters

The selected filing context controls which input schedule, municipal returns, payment requests, and related filing information appear. If the wrong quarter or company is selected, the information on screen may not match the filing period you intend to process.