Welcome back! Ask questions, get answers, and join our large community of tax professionals.

Request Multiple "Status" Options at one time

cancel
Showing results for 
Search instead for 
Did you mean: 

Request Multiple "Status" Options at one time

RoxiAnderson

We really use the "Status" options religiously, and have added many of our own, but we can only select one status to display at a time. Would like to potentially show one or two more statuses.  (i.e. Primary Status, Secondary Status, etc.)

For example - we put a self created status of "Filed Extension Manually" to easily see those we've mailed extensions for.  But we may also be "In Progress", "Awaiting Client Signature", "Awaiting Acceptance", etc.  To choose any of the new status's would knock the first one out, meaning we lose that visibility.  

Another example -  for some personal returns, we are working on the personal data, but perhaps also need a K-1 to come in, which may be taking some time.  We have a self created status of "Waiting on K-1s", but we may also be "In Progress", "Questions to Client", "Filed Extension", etc.  

We've had to rely on an external spreadsheet to really watch all these, which is challenging to maintain when you have lots of clients.  Would love the software to help us manage these so it's the one go-to place!

 

 

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.

Status: Open for voting
Vote now if this is a good idea
1 Comment
IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

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.

Post comment