Workflow Groups and Tasks

Updated: 2020-06-01

Click a timestamp below to jump to a topic:

• Configure groups and tasks to match your practice workflow (4:29)
• Choose which tasks are required to consider a tax return complete (7:50)
• Show workflow before saving (14:26)
• Flag a return that is waiting on client input (15:09)
• Set a due date on a return (16:22)
• Automatically track adjustments made after filing (18:18)
• Filter based on return status in the Client Manager (22:56)

Presented by: Andrew Little
Date of broadcast: Wednesday, November 8, 2017