Skip to main content
Level 1
February 13, 2023
New

Hold option for clients who wish to wait to be sent off

Related products:ProSeries
  • February 13, 2023
  • 1 reply
  • 10 views

I have multiple clients right now that do not wish to be electronically filed until April and to be able to filter them out of my processing list on HomeBase would be amazing. For instance when you filter out EF Accepted or Blank files etc, to be able to mark a file as hold and filter it out of the list so that it does not accidentally get sent off etc.  

This topic has been closed for replies.

1 reply

Skylane
Intuit Community Champion
February 13, 2023

Use the client status worksheet… you can make up your own…. “Waiting for April fools day”…. It will show up in HB

If at first you don’t succeed…..find a workaround