Thanks for reporting this issue. I just want to make sure I 100% understand it correctly. In comparing TY19 vs TY20, I see the following discrepancies in the available custom columns.
- 1041 & 1120S: TY19, there's a "Client Status Date" column .. I don't see ones for TY20
- 1065: Both have "Client Status Date"
- 1040: Both have "Status Date"
Is that what you meant - the missing 10401 & 1120S columns? Or did you mean the actual values in the 1040 Status Date aren't showing up at all? Or that they are not getting correctly updated?
For the last 25 years or so I create a custom HomeBase. One column I always have listed is Client Status: Date Final Return Printed. This column appears in all (1040, 1065, 1120, 1120S, 1041) but is NOT being populated in the 1120S and 1041 Home Bases even though it is checked in the Client Status of the 1120S and 1041 tax files. It works fine in 1040 and 1065.
When I am working in a 1065, 1120s, or 1120 corporate return the client status is not updating correctly. After preparing a return I mark it in the client status as "In Review" so my partner knows it is ready to review. Inside the return it says " In Review" but after saving the file and back in the Homebase View it still says "Transferred" not "In Review". I have called support and they first advised I run the Homebase Maintenance. That did not work. Then they advised I read through the Proseries User Guide, really?
I'm sorry for the frustration. We had fixed an issue with Client Status not propagating early in the season, and it's still working on my copy.
- Can we confirm you're on the latest version? Go to Help -> About, and look at the Version Tab. It should be wPro.2020.06.00.20 or greater.
If you're not on that version, please update and try the status again.
If you're on that version, we'll have to dig in to understand why it's not working for you.
Ok, thank you for confirming. We are investigating. I see the client status date not propagating in the one formset... hopefully the root cause for that is the same as what you're seeing. In case not, I have some more questions...
Does it work for you for 1040?
Are you using our Network Product? When you say it's not updating, do you mean anywhere or across what you / your partner see? Do any of the other Client Status fields (such as printed date) update correctly?
I just marked someone as "Data Recevied" and that status shows up properly.
Sometimes it works in the 1065 and 1120s and sometimes it does not.
After I have efiled someone that status is showing as EF Accepted.
It is just not consistent. We have the Network verison. Both the Admin and the workstations are having this issue.
Thank you for the detail - this will be very helpful. We'll keep investigating and I'll followup. I'm confident though we'll be able to figure things out and get this in for our next update ~Feb 4th. Hopefully in the process we can also figure out a work around til then.
We have fixes for the identified missing columns and the Client Status: Date Final Return Printed not updating issue that will be available ~ Feb 4th. We are investigating your specific issue of client status in general not updating, sometimes.
Any clues you can provide would be very useful. Specifically - are you doing the exact same thing in the forms that work and the ones that don't? Or maybe is that some statuses are updating and some aren't? Or maybe order matters? And can you confirm - this is specific to 1065, 1120s, and 1120?
Yes, I am doing the same procedure I have been doing since working in Proseries for the last 11 years.
When I go into the return the status that is showing the client status has the correct status. When exiting a return and prompted to save the client file, I say yes. When back in the Homebase view the client status is not showing correctly.
1040s seem to be okay so far. 1120s and 1065 some are correct in the Homebase view and some are not.
Would it be OK to contact you on phone/zoom so we can learn more about the issue? If it's possible, please send us your contact info to firstname.lastname@example.org, we will try to schedule a convenient time. Sorry for the trouble!
Thank you for the patience.
We've fixed two issue that will go out Feb 4th - the missing Client Status columns and the Client Status: Date Final Return Printed not printing. If you're experiencing issues in addition to those two, could you email email@example.com so we can arrange a zoom to investigate? We are having trouble reproducing the additional client status issues a few folks are seeing.. so we need help.
As context, in case you're wondering.. for Tax Year 20 we had to switch out the underlying database that drives HomeBase. The prior technology was from a company that went out of business about 7 years ago.. so it was too risky to keep going with that technology given constant Microsoft OS updates. The effort to do so was enormous though, and we've seen a few misses like this that we want to rectify as soon as we can.. but sometimes we need help reproducing the issue since sometimes it depends on a very, very specific set of circumstances.