Create a Custom Return status
Log in to HandITax.
From the Options menu, click Return Status.
In the Return Status window, click Add.
Enter the return status name.
Click Ok.
Your new status will appear at the bottom of the list.
Click Move Up to change the order.
Tip: To rename a custom return status, highlight the return status and click Rename.
Delete a Custom Return status
From the Options menu, click Return Status.
In the Return Status window, tick the status you want to delete.
Click Delete selected.
Click Yes.
Notes:
If a custom return status has been assigned to a client's tax return, you’ll see an Attention message showing how many returns use that status. To avoid mistakes, we recommend backing up before making batch changes or deletions.
To reassign the batch to another status, click Yes, enter the new return status name, then click OK.
Tip: To delete any unused custom status, click Select unused and then click Deleted selected.