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Assign and manage work in ProConnect Tax

SOLVEDby Intuit3Updated 1 year ago

With this feature, you can:

  • Assign staff members client returns, then reassign the return as it changes hands within your firm until the return is complete. 
  • Filter by assigned staff members, in the Tax Hub, to monitor return status and team workloads.
  • Help your staff stay focused with a personalized view of their assignments. 

How to assign a return:

  1. From the left-hand navigation, select PCG--UI_PTO_navbar-tax-tax-returns.png .
  2. On the row for the return you want to assign, under the Assignee column, select the preferred preparer from the drop-down menu.
    PTO_assignee-column.png

How to add/remove a assignee from the list:

To add or remove an assignee is the same process as adding or deactivating a user to ProConnect Tax.

For more information, see here.

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