This release rolls over the Forms module to 2019. It also includes the new Track and Link sidebars.
Get this version as an automatic update, a full download from our website or a free trial. (To deploy auto-update files from your network, see the Auto-update files page.)
Track and update the status of the current return in the new Track sidebar. This new tab on the sidebar displays the workflow for the current client. (Information for all taxpayers in the file still appears on the Info screen under the File menu, and—if configured—upon saving a file.)
See the Workflow groups and tasks help topic to learn how to configure workflow to match the process in your practice.