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- Updating Client Status's & E-filing Status from Homebase View; Fixed Assets Manager
Updating Client Status's & E-filing Status from Homebase View; Fixed Assets Manager
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LeAnnJulius84
Level 1
02-26-2022
11:58 AM
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Is there a way to update a clients status as well as the e-filing status of the return within ProSeries without having to open each return?
How do I get the Fixed Asset Manager from within ProSeries to automatically update inside the tax return with out having to manually update that information?
How do other firms do the internal review process within ProSeries without being able to have the review leave tic marks on the input fields to indicate the reviewed that item?
Can uploated documents to Intuit Link be transferred to that clients' tax return?
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