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Grouped Returns - Status Change

Can we get a column and option to change the status of a return within the Grouped Returns Report? Or a even an option to change the status at the group level? In the normal singular tax return package (Delivered Tax Returns), there's options to a change status by deliverable such as if something was manually uploaded. Then we can update the status and the reminders for that deliverable stop since its status was changed without necessarily needing to archive the return.  It would be really helpful if we could also have this option in the Grouped Return section too, so we could easily look within the group and determine which deliverables still require attention and which are complete or to determine if that group (in whole) is complete.  This would be especially helpful since Group Returns do not have an archive feature available yet. 

 

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  • Official comment

    Hi Georgia! As we work to revamp our grouped returns feature, we certainly appreciate this feedback. While the option to change the status of a return does not appear at the top, as you see in the one-off returns report, this option is available for each return within the group. You can click on the ellipses for the single return, then choose "Change Status". 

    I hope this information was helpful, but please let me know if you have any additional suggestions regarding the ability to change the status within the grouped returns. 

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