Comment
02-21-2023
02:56 PM
- edited
02-21-2023
02:58 PM
02-21-2023
02:56 PM
- edited
02-21-2023
02:58 PM
I would like this also in ProSeries. I have dummy accounts setup with various client status settings so that I can create view filters in Homebase. I also have some accounts which I may NOT file when all is said and done for various reasons outside my control in various stages of completion. There are also cases where prior year returns from prior year which will not be done this year. If they are family members of clients they may slip through by mistake. At the end of the day there are many cases in the heat of tax season it's only one click away, not multi step.