TaxCycle includes tasks and groups to help you track the progress of a return for each person in the file.
You can customize TaxCycle to match your practice workflow. Set required tasks. Reorder, show or hide the tasks and groups in file information. See the Workflow Options help topic.
The Return status filters in the Client Manager allow you to search on workflow groups. Use these filters to display a list of returns where a group of tasks is in a particular phase of preparation.
For example, to find all returns that completed the review this week:
To add another condition—for example, to exclude any returns where the Client Approval step has been started:
Finally, if you want to see only those returns that are waiting for input from a client:
You can use workflow items in conditions in templates. To copy the ids from the workflow screen: