Updating Client Files

[JSK]

I'm hoping someone can help me here, and I also hope I explain this properly.  There are a few clients, for special circumstances, that we prepare estimates for (I know many will say don't do it, let the client make their own estimates, and for the most part we do).  I have figured out from last year the initial transmission of the return will efile the federal return, the federal estimates, the state return, and the 1st state estimate only.  In order to efile the 2nd estimate, you have to go in to the return so it updates the client status, then save it as you go out.  This in turn will now show the 2nd NYS estimate in the Efile tab.  Prior to doing this it will show the clients filings are accepted with no notation of any kind that additional estimates need to be efiled.  Does anyone know the secret to handling this properly.  When it's just me, I know the clients I do this for so I just remember to take that extra step.  However, when others are working on the return, and usually a different person is efiling, they may not always know to go into a client file so it updates with the latest info.

Any insight or ideas will be greatly appreciated.