Justin98
Level 2
09-17-2020
05:53 PM
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That was what I was asking. When reviewing client and e-file statuses I was hoping to be able to have a note on the client tab regarding their status. Example, say I am reviewing e-file status and see that one has been rejected, it would be great to have a note beside it that say's why. The note would be something simple like "client had to paper file" or "client getting correct SS#". Another example is if we have a client that has not returned their e-file signature form, it would be great to have a note beside it to tell us that when the last time we contacted them or reason we have not received the form.