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rskinner-aelwm-c
Level 2
January 13, 2023
Discussion ongoing

Organize returns by preparer

Related products:ProConnect
  • January 13, 2023
  • 1 reply
  • 6 views

It would be helpful if you could organize clients by preparer in the Tax Return view so you could just view and download the retrurns you prepared.

    This topic has been closed for replies.

    1 reply

    A
    Anonymous
    May 17, 2023

    Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". 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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