Solved
Update client status after Organizer transfer
Our 1040 transferred clients are protective extended (4868) in bulk and the client status forms are updated with the extension filed and accepted dates. All good. When a client's organizer is transferred to the 1040 formset, the client status form is completely purged, now showing only the transferred date. I have tried doing acknowledgement status updates through the EF center page but the client status form is not updated to show that an extension has been filed and accepted.
How do I get the correct extension status updated on the client status page per the IRS dates for the benefit of the subsequent preparers?
Will the extension filed and accepted dates show on the client's form 9325 when the return is e-filed?
