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You can use the Client Status worksheet to help you track your progress as you prepare a client's return. All you need to do is check the appropriate box and enter the date you completed that task.
When you go to HomeBase, you will see the client's current status in the HomeBase Client Status column. The task that appears in the HomeBase Client Status column for that client is the status that is currently shown in the Client Status field near the top of the Client Status worksheet.
Additional Information
In the client's federal return, open the Client Status worksheet. In the Most Common Support Questions feature (located in the middle of the Help toolbar), click the How do I use the Client Status worksheet? link to view more information.
Last updated: 04/11/2007