Card Overview

The rectangles that display on the dashboard are cards. Each of the cards represent a return or the returns of a client file on which your firm is working.

For information on the return and modify that information, if applicable, just click the corresponding card.

Information displayed on the cards created when using Personal Taxprep

If you were using CCH iFirm Tracking with Personal Taxprep, the following information will display on the cards:

	Name of the taxpayer. If it is a VIP client, the tag will be displayed to the left of the name and if the card is duplicated, the tag will also be displayed; The client code entered in the ID form of the return; The name of the group to which the taxpayer and his or her family belong, if applicable; The Taxprep client file name;
	The filing deadline (where the deadline defined to prepare a return is getting closer, a red alert identifying the deadline and the remaining number of days will display on the card shown on the dashboard; The number of returns linked to the card; The number of days since the return is no longer at the "Not Started" status; The number of days since the return is at its current processing step; If applicable, in the Quiet box, the number of days remaining before an alert displays again for the card.
	The information regarding the person to contact, i.e., the taxpayer; The date the documents required to prepare the returns were received;
	The card category (consult the topic Card categories to know how a category is allocated to a card); The different EFILE statuses for each return; The return status; The processing step at which the return is at;
	If applicable, the office responsible for the income tax return preparation; Depending on the processing step, the name of the person to which the card is assigned to.

Modify a card

The following operations can be performed in a card:

open the Taxprep client file using the shortcut.
change the return status;
assign the return to a preparer or a role responsible for a specific step in the return preparation process;
designate a client as being a VIP client;
add a note;
change the return category;
set to quiet.

Note: When a card is open and someone else saves changes to the card, a pop-up window prompts you to reload the card with the latest changes.