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Level 2
April 9, 2021
Question

Tracking T1 returns

  • April 9, 2021
  • 0 replies
  • 2 views

Is there an easy way to generate a report that would show the client's name as well as the status of the return (carried forward/work in progress/in review/printed/completed) and the date of the last changes to the file.  I have tried using the export but can not seem to find a way to display the date of the last change.

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