So a tax return comes to my plate to review.
I make my notes in the comments section of the Review stage (maybe it should be in the Prep stage?) and I at mention the preparer.
If there is notes that need to be cleared.
Should I be changing the status back to the preparer?
Having some logistics issues for this and making sure the notes are cleared, meaning when the notes are cleared does the preparer just at mention me that it's done?
Or do you use an entirely different process?
I would guess that what I am missing is that you have a first review stage, than a clear notes stage, and then final review stage.
Which would solve the issue
Is this how your would do it?
For example:
- PREP
- Manager Review
- Clear Review notes
- Final Review
Anyone have a solid template for 1065s?