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Promise Date field
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Promise Date field
Promise Date field
Submitted by Henne14 on 02-03-2022 10:08 AMWhen working in a 1040 tax return, I noticed that the Promise Date field (Detail/Client Information/Miscellaneous Info) isn't a field that you can list on the dashboard. After calling tech support, I was told it's not an option to be shown on the dashboard at this time. I believe it would be nice to see this date on the dashboard so you can sort and see which clients you have a promise date listed so you can prioritize your returns more efficiently.
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