Taxprep Forms 2021.3

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 stage.

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

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