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A
ABis
Level 2
March 25, 2020
Question

How Can I Create A Report of All My Clients In ProSeries with the Status of Their Returns?

  • March 25, 2020
  • 1 reply
  • 12 views

I would like to have an excel report of all my clients with the status where I'm up to with their returns.

 

Where in ProSeries can this be done?

Can anyone please advise?

 

 

Thanks!

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1 reply

Accountant-Man
Accountant-Man
Level 13
March 25, 2020

Do you utilize the Client Status Sheet to its fullest capability? That's where the dates are put. I use Received Client Data, In Process, Need Info, Sent to Reviewer, Review Completed, Final Return Printed, Sent to Client, et al.

They can be viewed on HomeBase, you can add columns, and you can export HB to Excel.

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