Skylane
Level 11
Level 11

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