HandiTax allows you to create custom return statuses.
Create a Custom Return Status
From the Options menu, click Return Status
In the Return Status window, click Add
Enter the return status name
Click Ok
In the Return status window it will appear at the bottom of the list.
Click Move Up to change the order.
Notes:
To rename a custom return status, highlight the return status and click Rename.
To change the order of your custom status, highlight the status and click Move Up or Move Down.
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
If the Return status has been assigned to a clients tax return you will receive an Attention message indicating how many returns have this custom status. To avoid mistakes we recommend having a back up before batch changes/deletions.
Click Yes, enter the return status name to reassign the batch to another status, click Ok
Tip: To delete any unused custom status, click Select unused and then click Deleted selected.