View CCH iFirm Job Status in Return Manager

In CCH iFirm, job statuses track the progress on a job for a particular contact, which helps you manage your firm's workflow. When you're in ATX Return Manager, the CCH iFirm job status for that contact is listed with the return. This helps tie tax preparation tasks to other work done in your practice for that contact. The current status of each job is indicated by a status box.

To view the job status associated with an ATX return:

1. Click the Return Manager tab.
2. From the Return Manager tab click the Returns tab.
3. Locate the Job Status column.

Job Status from CCH iFirm

The Job Status column only displays CCH iFirm job statuses.

 

See Also:

CCH iFirm

Return Manager