I actually have about 10 home base views for the tax modules...i have the regular view (in alphabetical order), that is default. I have a 'In house"...which we mark clients info is in our building by clicking on the red exclamation and noting 'in house' as a question, (even before a preparer gets the file).. and then click on that column, and save that view...puts all the in house at the top of the list.. and let's us know what files need to be finished. We also have 'completed" view...which we click on the client status until the "to client' is the closest to the top... and then save that view. I do that for 1040, 1065, 1120S.. it's a great review item at the end of the day, or at the beginning of the day.
don't do for 1120 and 1041 cause i only do a limited number of them..especially the reg C corp.
Youve never had yours get all,scrambled up and unable to go back in alphabetical order?
Happens to me once every couple of weeks, I switch between EFCenter and regular view all of a sudden its all wonky, looks like they end up in order of Efile acceptance, but no matter which column heading I click, they never go back to alphabetic order until I exit and restart the program.
Mine does that too but I think I have figured out the order it goes into when it does that. Really weird but I think it goes in order of when the file was created.
I always start each season with my own and then some sample returns then I transfer clients as they make appointments (instead of transferring all of them at once). I noticed mine and the samples are at the top of the list.