Is there a way to note within a return what has been reviewed(completed) and what has not?

Forum|Forum|4 years ago
November 16, 2021
3 replies
13 views

So I was just wondering if there is a way to note within a tax return (ProSeries) what has been reviewed and what has not been reviewed and okayed? I ask this since we have employees do the input of the returns, fix errors etc. then the CPA reviews to make sure info is correct. Sometimes the CPA gets pulled away or has to work on another project and comes back later. It would be nice if there was a good way to know where the CPA left off.

Any good help would be nice.

Thanks

ProSeries Professional

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dkh

Level 15

No but it is a wonderful thought. I worked at a firm that required a completed return be printed for the review process. The return was reprinted each time corrections were made and sent back for review. Big waste of paper but it helped to know what had been changed on the return.