The current and historical status information of a particular client can be viewed at any time by selecting Status information from the Management menu or clicking the Status information icon on the toolbar. The dialogue box shows you which stage of income tax return preparation the client has reached and how he got there. Use this dialogue box to select and annotate manual processing statuses. For example, tick the Tax documents received status and enter the date, your initials and whatever notes you deem necessary. All changes made here will show on the client list and, where applicable, in the data entry screen for the client. If necessary, you can reset the current client file to its initial status by clicking the Reset statuses button. Changing processing statuses for a batch of clients is possible with the Change statuses option of the Management menu. October 18, 1999 |
