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Thank you in advance for taking the time to read this. In all years prior to 2019 release I was able to drag the Fed e-file Stat column to the left and then under filter on the left hand column expand the Client Status and select either Proforma, Info Pending, etc. All the returns I did for the day that had been printed would show up as Passed Validation and would show up at the bottom where I could easily navigate and select them for back-up.
The problem for 2019 is that I am no longer able to sort this way as the client list remains in alphabetical order which I do not want. My office does a high volume and I need to back up as we complete returns throughout the day as I like to place them in a final status once backed up. I do not always have time to scroll through 6500 clients looking for the recent passed validation.
Has anyone figured out how to do this in the new tax program?
Thank You