All Active Tax Return Project (Detailed)

Within the Taskflow Menu under Oversight the All Active Tax Return Project (Detailed) Custom search is located here.

 

This Custom Search gives you the Overview of All Active Tax return Projects in your System. This includes all Active statuses (excludes Completed, No Longer Project/ To Be Deleted, etc.) and lists all tax returns for all Period End Dates. The Search is filters by oldest ECD (Estimated Completion Date) to newest.