violajr
Level 3

Is there a way that you can create custom client status in Intuit link.  Would be nice to make a note there like waiting for 1099 or assigned to xxx.  Or even tax return in progress.  It is helpful when you have multiple prepares and you can see that a clients paperwork has already been downloaded by a preparer.

Only status that I can set is client marked done.

0 Cheers