Level 11
01-24-2023
08:16 AM
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I don’t think you can do it on a Corp.. But there is a function on the personal returns to automatically go to client status when closing the return.
personally, I don’t care for the status page presentation and functionality, so I keep my clients status on a separate Google spreadsheet. Easier for me to manage the entire practice that way.
If at first you don’t succeed…..find a workaround