Efile confirmation code on database

Suggestions
1

When i used profile way back. When a return was efiled, the program changed the color of the icon in the client manager data base. It was nice because you could check in a second whether a file was sent or not. I realize we can do a data sort to see who has file or not. But this was so much simplier.

Is that something that is possible with Tax Cycle?

Thanks

2

I didn’t know that Profile did that. I set my filters in the client manager to show me only files not efiled yet when I used it. Haven’t figured out how to do it yet in Taxcycle.

3

Like this (in a Quick Search):
image

4

Along the right side you can click on “Quick Searches” to quickly apply a filter. There is one there for “T1 EFILE Transmitted” and one for “Ready to T1 EFILE”.

Or you can build your own custom search to show what you need.

More info can be found on our website here: