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JR 12
Level 1
January 30, 2020
Question

client status

  • January 30, 2020
  • 2 replies
  • 33 views

After working on a return, and saving, my client status doesn't change to Return marked for EF. Do I have a setting marked incorrectly?

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2 replies

ehill
Level 5
January 30, 2020

Did you change it on the client status tab?  The program does not know if the return is ready to efile or not.

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    January 30, 2020

    There is a setting to have it go to the Client status page each time you save/exit a client...that might be handy so you dont forget to go to the Client Status page.

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