Premium Pro Help

Preparer Status

You may set the preparer status of returns and schedules in Enterprise making it possible to track the progress of each return, from preparation to finalization.

Steps to Set the Preparer Status

1. From the Active Tree or the Assigned Tree, right click on the individual return or schedule to set the status of that return or schedule alone. For returns, you may also right click on the jurisdiction folder in the Active Tree to set the status of each return within the entire jurisdiction.
2. Go to Set Preparer Status, then choose the appropriate status.

Status Choices:

• No Status (default status)
• Being Prepared
• Ready For Review
• Approved
• Finalized
• Add/Edit Preparer Statuses: You can create custom statuses to meet the needs of your company.

Steps to Add/Edit Preprarer Statuses

1. Right click on a schedule, return, or jurisdiction folder in the Active Tree.
2. Go to Set Preparer Status, then choose Add/Edit Preparer Statuses.
   
   
   
3. The Add/Edit Preparer Status dialog will appear. To add a new status, click Add.
   
   
   
4. Type in the name of the new status, then click OK.
   
   
   
5. To add a color to a status so that it is highlighted in the Calendar date list, click on the status and then choose Assign Color. Choose the color you prefer, then click OK.
   
   
   
6. Click OK again. The new status will now be one of the preparer status options. You can delete or rename it at any time by selecting Add/Edit Preparer Statuses. You may rename the default statuses, but you may not delete them.
   
   
   

Preparer Statuses in Calendar

The preparer statuses of returns flow to the Premium Pro Calendar as well. You can view and change the status of each return from the Status column drop down list in the Calendar date list. The status you choose from the Status column in Calendar will flow to the active tree.

You may assign a color to the preparer statuses via the Add/Edit Preparer Status dialog, which will highlight the entries in Calendar in the date list with the chosen color.

You may also query by the preparer statuses in Calendar so that you can view only the returns with certain preparer statuses. For more information about Calendar Queries, please see the related help file.