I’d like to create a search that finds the last return “completed” for all T2 clients. This would then allow me to identify the “next return due” as well (either by rollover to incomplete status / saved search / date-sort).
Also, as I have a number of …ahem…tardy clients, I can track where I am at when they finally get around to “remembering” their tax obligations (or when CRA kicks them in their butts…).
So we currently do not have a way to do this but in an upcoming release we will be able to do this for you. It will show incomplete next/current year returns and the completed prior year returns. You will be able to use the module year and year end filters for a specific range.