Enable Bulk Updates of the Status Field in the Tax Return
Currently we act for c1000 client's whose information is requested via 1 email to their main Deputy. In order for the status field to read correctly and not "rolled over" we need to manually change the status to "Info request sent to client". This is time consuming but not doing it doesn't give us a true reflection of the status of our Tax Returns.
Therefore would it be possible to be able to bulk upload the status of the Tax Return.
Vikki Squires
shared this idea
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Best regards,
Product Development
Wolters Kluwer UK TAA