Taxprep Forms 2019.5

About Statuses

Taxprep Forms provides you with statuses (including the client file status and the EFILE status), which allow you to keep track of where the client files are currently at in the processing stages.

Statuses, when inserted in the filter or the diagnostic settings, may be used in the Client Manager or in the diagnostic pane to create and generate client file follow-up reports.

Client file statuses may be listed in the Client Manager by displaying the properties pane or in an active client file by displaying its properties.