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baeraccountingandfinances
Level 1
March 16, 2025
New

Sort and/or filter tax returns by Status type on the All Page

Related products:ProConnect
  • March 16, 2025
  • 0 replies
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Right now in ProConnect, you can only use the filter search bar to search by client name and using the sorting to sort by Return Name. Unless you can remember off the bat which Status type a client is in, or scroll all the way over to find the different Status Types you have to search, it can take a good while to find the correct clients to check their current status and update them if need be.

That's not really helpful if you use multiple Status Types (say you create custom ones, on top of the defaults) or have a large list of clients to go through on the Tax Returns page, so then you have to check each Status Type page one at a time to confirm their current status in the software. 

It would be more helpful to have either sorting or filtering on the All page for Tax Returns to be able to search by specific Status types (i.e say you want to see only those returns with the status of IRS Accepted or Rejected to be all on one page and exclude all the other statuses).