Client Tasks Active Forms
A client's Active Forms List displays the number of returns processed for the 2020 and 2021 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. |
Notes
• | 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. |
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