Home Base Questions

[Chipper1968]

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??

[dkh]

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.  

[taxes96786]

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

[Accountant-Man]

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

[dkh]

 @Accountant-Man      The lay out of the Client Status Worksheet would indicate EFILING is before BILLING and RECEIVED PAYMENT.     The last 4 lines in the Client Status Worksheet would make more sense to be above the efiling lines and by moving those up the Status in Homebase would show Efiled Accepted as final status instead of BILLED or PAID.   

I'm not saying I wouldn't efile a return if 8879s are in but payment wasn't received.

[Accountant-Man]

There are Client Status sheets dates that you can add to the Home Base.