Purpose: Allows you to quickly view the returns that were prepared at the site in the prior year during a specific time period that have not been prepared during the current year.
Benefit: Helps in planning and helps understand taxpayer retention patterns.
How do I use the report?
(1) Navigate to the Reports menu and click Select on Client Retention Report
(2) Select the EFIN and PRIOR year date range
(3) Click Continue. The report will generate a list of clients that had returns prepared during that time period that have not had their returns prepared for the current year.
