Filtering Clients

[Dark Horse CPAs]

It would be great if we could filter clients based off of locations or the signer. We have multiple locations and all use the same EFIN, so there is a lot of inapplicable clients we have to sift through.  CCH Axcess has a feature like this and its pretty nifty (see attached photo).  There is a drop down, so you can select the different locations and see the returns that are solely applicable to that office.

Same request for the e-file dashboard.  

[JamesL1]

And the ability to export that filtered list. 

[tina_darkhorsecpa]

Idea: Need Proconnect "assignee" to auto populate when tax "preparer" added to return in "client info" area. We have 690 “unassigned” returns currently. I am fairly good at updating things & still had many hidden in unassigned section at extension time to find.

1> Where you find the “Select Assignee” hidden in Proconnect screen in “Tax Return” lookup area. PROCONNECT> TAX RETURNS> (LOOKUP CLEINT NAME)

When the assignee is properly labeled, we can see a grouping of all returns by each preparer in Proconnect and determine e-file acceptance, rejects, & extensions, etc. easier for our various clients only. Our “Not Assigned” is 690 currently. Many miss this input during client setup and might accidentally miss tax extensions, etc. since the client will not show up on their individual lists /groupings when not assigned to them properly. Either auto populate "assignee" or add it under the "Preparer" input in general screen so we can find its input is easier.

[IntuitGabi]

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information. 

[George4Tacks]

Should each location have a different EFIN? Look at page 10. https://www.irs.gov/pub/irs-pdf/p3112.pdf

[itonewbie]

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@George4Tacks wrote:

Should each location have a different EFIN?

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That's what I was thinking...

[IntuitGabi]

The enhancement idea to filter clients based off of locations or the signer is currently Under review and the team is researching next steps. Thanks for the votes and additional comments.

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