Assign and manage work in ProConnect Tax

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 .
2. On the row for the return you want to assign, under the Assignee column, select the preferred preparer from the drop-down menu.
   

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.