dd4vols
Level 10
Level 10

I actually have about 10 home base views for the tax modules...i have the regular view (in alphabetical order), that is default.   I have a 'In house"...which we mark clients info is in our building by clicking on the red exclamation and noting 'in house' as a question, (even before a preparer gets the file).. and then click on that column, and save that view...puts all the in house at the top of the list.. and let's us know what files need to be finished.  We also have 'completed" view...which we click on the client status until the "to client' is the closest to the top... and then save that view.  I do that for 1040, 1065, 1120S.. it's a great review item at the end of the day, or at the beginning of the day.

don't do for 1120 and 1041 cause i only do a limited  number of them..especially the reg C corp.

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