In this webinar, you will learn all about TaxCycle’s workflow tools and how you can customize TaxCycle to match your practice workflow. Learn how to:
- Choose which tasks are required to consider a tax return complete
- View and edit return status in the Track sidebar
- Flag a return that is waiting on client input
- Set a due date on a return
- Automatically track adjustments made after filing
- Filter based on return status in the Client Manager
