New
Reports to sorting client data by status date by modulet
Having the ability to run reports by tax module listing tax return status, client number, client name in chronological date order.
For example: Having a report which reflects in chronological order by return status. This report would allow the firm the ability to know, for example, how long the firm has had the client's data but has not assigned it to a specific person to prepare the tax return. Another example would be to determine which client's the firm is still awaiting information to complete a tax return. There are other uses a firm could use such a report and it could be modified internally by each specific LaCerte customer.
