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C
Chipper1968
Level 2
April 17, 2022
Question

Home Base Questions

  • April 17, 2022
  • 1 reply
  • 6 views

After E-filing a client and then I prepare a bill and re-save the cleint the "EF Accepted" no longer shows in Home Base?  Been like this for years - Would be nice if it did as it definitely makes it easier to look over the Home Base to make sure who has been E-Filed and Accepted vs Not Being??

 

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    1 reply

    dkh
    dkh
    Level 15
    April 19, 2022

    I agree.   Client billed should be moved up above the Efiled info on the Client Status Worksheet.  I don't wait to bill client or receive payment until after e-filing.  

      T
      taxes96786
      Level 8
      April 20, 2022

      I fill in the client status box with what I want it to say. I don't efile until paid either.

      Accountant-Man
      Accountant-Man
      Level 13
      April 20, 2022

      Since we're not allowed to stockpile returns, I always efile after receiving signatures,  even before payment. 

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