Client Tasks Active Forms
A client's Active Forms List displays the number of returns processed for the 2018 and 2019 reporting years.
To display a client's Active Forms List,
|•||Select Client (Filer, Entity) Management from the Module menu.|
|•||Locate the client whose Active Forms List you want to display.|
|•||When using the , you must right-click directly on the client whose Active Forms List you want to display.|
|•||You can open a tax form from the Active Forms List provided the client is currently selected on your station.|
|•||If you double-click on a client, the Active Forms List is available from the menu of available forms.|