Site Administrators will have the ability to change a return with the status of Complete back to In Progress prior to tax season. This feature can be assigned to other uses via Security Templates to more easily manage returns.
Allowing the feature in Security Templates
A new item has been added to Security Templates. It will be defaulted to true, which will prevent any user from doing this until the Site Administrator allows access
Below is the item as default which = the user cannot change the return status
Below is the item enabled by the site administrator which = the user can change the return status from “Complete” to “In Progress”
Note: This is also an easier method if you need to delete a return marked as “Complete”. You will now have the ability to go from “Complete” to “In Progress” and then ” Deactivate” (all based on the Security Template applied to the user).
Changing the Complete Status
Below is an example of a return from the client list that has the status of “Complete”:
The user with the appropriate Security Template, will open the return and navigate to the Submission page in the e-file section of the return. Below is an example of what the screen will look like:
Click Yes to change the status back to “In Progress”. Below is an example of what the screen will look like after clicking Yes:
Save and Exit the return. Below is an example from the client list after the status has been changed:
Note: The return can be marked “Complete” again after this process has been used.
Blog Posted 08/14/2017
