Client manager and 2year sum

[rojean]

Hi there, is it possible to update the client manager so that I change change the engagement status and dates through the client manager rather than needing to open the tax return?

Also, is it possible to add an option on the 2 year summary to remove rows that aren’t in use?

Thanks!

[Nezzer]

Has been asked at least once before…

Client Manager Fields

Periodically I use the client manager to update the current status of the various T1’s in progress. If I want to make a note on the status of a return I have to open that return, make the note, and then save/exit the return. Normally that’s not a big chore but in March/April it would be nice to make those small notes on the CM list as I’m reviewing the status of all returns. I’m wondering if it would be possible to add a field that would show on the client manager screen that is connected wit…

Client Manager Efile Status

We have returns showing in the client manager as “ready to efile” that have been filed and accepted. If I open the return it correctly shows as accepted but in the client manager it does not. The only way I have found to make client manager update their status is to open the return and individually print the Efile receipt. Why is the client manager not showing the correct status and what can we do to fix this?

I’d like to have this ability, too.

[dominique.dabolczi]

I would like to track the number of assessments for each year in both Client Manager and in T1 workflow. I track each filing and verify the assessment. I would like this to be more clearly visible.

I would also like to highlight the reason for the Reassessment - T1Adj, Matching, Review, etc.

Lastly I would like to add a step to the workflow to review and verify the Assessment. That way I can track the workflow

• from the date when I send the Adjustment to CRA or when I ask the client for additional Review or Matching info,
• until the filing is completed,
• the assessment is completed,
• and the assessment is verified against the ReFile, T1Adj, Review, or Matching amounts.

I prefer to be proactive rather than blindsided by panicked client calls.

Right now I use the notes fields to track this information which is a cumbersome workaround and not trackable in Client Manager.

I would also like a way to record and track life event changes in the Workflow and in Client Manager. One of my favorite client’s died last Friday. We are in the middle of T1Adj for years 2013-2018 and a reapplication of the DTC for 2010 to present instead of the assessed 2013 to present.

Major Life Events may include the following…

• Separated
• Divorced
• New child
• Child custody change
• DTC for self
• DTC for dependent or spouse
• Death.
• Executor Authorization
• Immigration Date
• Emmigration Date
• Multiple Citizenship
• Living abroad but maintaining Canadian Tax Residency.
• USA tax filing requirement status (usually need to send copy of US Alien return and assessment for adjustment and review re Canadian T1)