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Client Status Page to include lines for Amended Return e-file date and e-file accepted date

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Client Status Page to include lines for Amended Return e-file date and e-file accepted date

MaureenTX

The current process has us using the file with the same name to file the amended return.  This leaves all of the dates on the Client Status page from the originally filed return.  For returns that have the Amended Return to be E-filed box marked on the Client Info. page, it would be ideal to have lines on the client status page for the date the amended return was e-filed and then e-file accepted by the IRS.

With so many amended returns needing to be filed as a result of ERC reporting, this would be very helpful.

Thanks for the idea for the Client Status Page to include lines for Amended Return e-file date and e-file accepted date. We are changing the status to "Open for voting". 

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProSeries Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Status: Open for voting
Vote now if this is a good idea
2 Comments
Taxes-by-Rocky
Level 7

Agreed.  But the irony is that for the amended return I'm currently preparing (a 2020 tax year return) I have to fish out the 1040-X form from the 2022 PS tax package.  And this isn't the first time I've had to do this with amended returns in PS (due to the revision dates of the 1040-X included in each package).

So you might want to work that one into the Client Status worksheet as well (i.e., where your Form 1040-X actually resides).  Cobbling together tax returns is time consuming to say the least.  Having to figure out what I've done a year from now (Client Status worksheet or otherwise) is nearly impossible.

IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea for the Client Status Page to include lines for Amended Return e-file date and e-file accepted date. We are changing the status to "Open for voting". 

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProSeries Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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