New
LINK - status button for tax preparer assigned
Under client status in Lacerte, we use set up initials of the Tax Preparer to indicate who has the client file and who is assigned to prepare the draft tax return.
In the Intuit Link dashboard, it would be good to add a column for client status so that the tax preparer can quickly go to their assigned returns to see if the client responded to a request or if they uploaded additional docs.
