Ability to run a rollover report of engagements by client

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

Be able to run a rollover report that could be used to provide managers with a list that would help them identify engagements that need to be rolled over to the next tax year. This report would include the client (account) name and each underlying engagement name.

Currently there is not a reporting feature in the tax software other than a report for efiled returns. This report does not include the account or client name, just the engagement. This report when exported contains merged fields and requires a lot of manipulation before it can be shared internally.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

Providing Engagement Managers this type of comprehensive report would allow them to proactively monitor and manage their engagements. Engagements could be rolled over at the appropriate time to ensure they are staged for extension and return prep. It would also provide a valuable tool to firm administrator.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

All users that manage their clients from year to year and need to be proactive during the rollover period. Also, firm administrators.

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

Incorporate more reporting options for the end users. This would be a useful report during the engagement management cycle at the beginning of each tax year.