Comment
03-23-2022
09:53 AM
03-23-2022
09:53 AM
I was going to suggest the same. It would be good if every time the custom status changed there was a date next to it, to be able to track the progress. So for instance I mark my returns as "Info Received" but I have to track the date received on an excel list, so I know which returns were sitting the longest. Then if I were to change the status to "Waiting for Client Review" if there was a date change when the status is updated, I would know what date I sent it to the client. It would be nice to have this at a glance in the tax return listing on ProConnect Tax Online.