Dates on statuses on tax returns

[kkgcpa]

I like PTO but the main issue I have is when moved from status to status you do not know the date.  You can see dates and activity in Link but on tax returns under status you do not see dates.  It is very hard to manage clients using FIFO when you don't know dates it moves from column to column.  Seems pretty simple to add another column to add dates just like Link.

[SJN Irvine]

The date of e-file should be sortable so we can easily find clients who have filed early vs. later.  Having no dates to sort is an obvious omission in my opinion

[ELJ_CPA]

Lacerte allows one to have dates with statuses, so this shouldn't be a heavy lift to add to PTO.

[IntuitGabi]

Thanks for the idea, changing to "Open for voting". 

[SJN Irvine]

I just found the E-file Dashboard and this has exactly what I needed!