Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Industry Discussions
- :
- Practice Advice
- :
- IPM Work Start Dates/Due Dates for Tax firm
IPM Work Start Dates/Due Dates for Tax firm
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
JBarnesTX
Level 1
11-18-2021
02:25 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
We finished our first season using Intuit Practice Management "Work" to monitor the steps in the tax return preparation life cycle. We chose the start date as January 1st and the Due Date of April 15th for every 1040. So, On January 1st it looks like we have 600 work assignments even though no one has dropped off their documents. Does anyone who uses Intuit Practice Management for their work have a better suggestion? We have not been able to use our To Do List all year because of this.
