Client Status Shortcut

Forum|Forum|3 years ago
January 23, 2023
7 replies
56 views

I usually hit CTRL F, or F6 to quickly jump to different forms and worksheets. To get to the Client Status sheet I have always used code "ST." It still works on personal returns, but is not working on Corps. Anyone know the new shortcut code for it? Or did these wonderful engineers with their infinite wisdom take that out too?

ProSeries Professional

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clr600

Level 7

If it is like the Partnership module you will have to go to forms and then forms in use.

Or F6 then check forms in use.

T

Tax Man TanAuthor

Level 5

I was hoping there was a shortcut after you opened the forms box. You used to type in "ST," after you hit F6 to open forms box, and it would jump to the status worksheet. Now "ST," takes you to a shareholder Basis. Not sure where the T comes from in there.....but Nevertheless I'm hoping there is still a shortcut to the status sheet because I use it on every client.

clr600

Level 7

Some of the new enhancements put in buy Intuit programmers so we can work better.

B

Brother Jack

Level 4

I just looked myself at both the Partnership and SCorp module. I don't see a "status" form at all in any of the listed columns. It is usually in the first column .

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Brother Jack

Level 4

also missing from the short cut list is the BIlling/invoice form.

The status form and invoice form can still be found though, through the left side forms in use tab. I do hope they fix this and bring back the short cut.

S

Skylane

Intuit Community Champion

I don’t think you can do it on a Corp.. But there is a function on the personal returns to automatically go to client status when closing the return.

personally, I don’t care for the status page presentation and functionality, so I keep my clients status on a separate Google spreadsheet. Easier for me to manage the entire practice that way.

If at first you don’t succeed…..find a workaround

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