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client status

JR
Level 1

After working on a return, and saving, my client status doesn't change to Return marked for EF. Do I have a setting marked incorrectly?

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2 Comments 2
ehill
Level 4

Did you change it on the client status tab?  The program does not know if the return is ready to efile or not.

Just-Lisa-Now-
Level 15
Level 15

There is a setting to have it go to the Client status page each time you save/exit a client...that might be handy so you dont forget to go to the Client Status page.

clientstatus.png


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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