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- Ability to print hold slips "in progress returns" to attach to clients documents to know what is still needed to finish a return.
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Ability to print hold slips "in progress returns" to attach to clients documents to know what is still needed to finish a return.
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Ability to print hold slips "in progress returns" to attach to clients documents to know what is still needed to finish a return.
Ability to print hold slips "in progress returns" to attach to clients documents to know what is still needed to finish a return.
Submitted by hamiltonsc yesterdayWe need to be able to create and/or print a "hold" slip for clients we are currently working on that we still need information/tax docs to finish. That hold slip we print should have the client information listed (name, SSN, DOB, Spouse, email, phone numbers, etc) with a spot to type a reason of what the returns needs to finish.
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