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Time Spent "ADJUSTMENT OPTION"

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Time Spent "ADJUSTMENT OPTION"

NonaFisher

There are times that a tax file is inadvertently left open longer than the actual time that is spent working on the file. It would be wonderful and useful if there was an option to ADJUST the time spent on a return if that should happen. Either by the user or by an administrator.

Thanks for the idea to adjust time spent on return. We are changing the status to "Open for voting" since it is no longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Lacerte Idea Exchange

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Status: Open for voting
Vote now if this is a good idea
5 Comments
Strongsilence-CPA

What are the reasons to adjust the time?

IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea to adjust time spent on return. We are changing the status to "Open for voting" since it is no longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Lacerte Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Strongsilence-CPA

@NonaFisher Are you importing the time into a billing module?  How are you using the time spent information?

NonaFisher
Level 1

Total time spent working on returns is monitored to determine if our form billing fees are accurate and/or if the fees need to be adjusted in future years. Monitoring time spent on returns also allows us to determine if a tax client is a "problem client" and if a "problem client" does management need to release the client from future services.

Strongsilence-CPA

Thank you. That is useful for my practice.

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