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Is it possible to create a "Transferred" tab in Professional "EF Center"

dklepec
Level 1

As I complete 2018 tax returns transferred from 2017 ProSeries Professional,  I would like to see only the 2018  returns ready to efile in the "Pending" tab?  Currently, all transferred 2017 returns that were efiled are showing on the "Pending" Home Base Tab.  I transferred all of my 2017 returns to 2018 Professional ProSeries program and all returns transferred are "pending", however only a couple are ready to efile. It would be a visual benefit to only have current returns not yet accepted showing on the Pending screen.

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Champion

If you don't want returns that haven't been touched yet cluttering up the Homebase, just transfer your clients in as they arrive for the appointment, don't transfer them all in at once...there are no options for customizing the EF Center Homebase Views.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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Champion

If you don't want returns that haven't been touched yet cluttering up the Homebase, just transfer your clients in as they arrive for the appointment, don't transfer them all in at once...there are no options for customizing the EF Center Homebase Views.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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dklepec
Level 1
Too Late, but for ProSeries to create a Transferred Tab would be helpful.
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Champion

I transfer mine as they come in for this reason.

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Champion
me too!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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