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- How can I view the date I changed my Client Status in the Tax Return View
How can I view the date I changed my Client Status in the Tax Return View
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emiranda1021
Level 1
Wednesday
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I want to be able to see the date the Status was changed for my client list (in Tax Return View) so I know which have been sitting in Info Received or Review longer. My ProSeries software had that feature and I relied on it very heavily - I'm surprised it isn't already available with ProConnect - or I'm hoping it is and I just haven't found the way to display it. Any help is welcome!
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