The Work In Progress Summary (WIP) screen allows the Administrator or other User to have quick access and knowledge of certain functions that should be performed regularly. The screen allows the Administrator to view a quick snapshot of how many Returns exist at different stages in the tax preparation process, along with any printing duties, important bulletins, and appointments.
When you are away from the WIP screen, and you want to return, click WIP button which can be found along the Toolbar.
Tax Returns - The Tax Returns section of the WIP Summary allows you to quickly access tax returns, view a summary of tax returns being prepared and processed, and have a quick link to the Management Dashboard.
Select a Return - This function is used to view or create personal returns. It is discussed fully in Chapter 4 on Personal Tax Return Preparation.
Status Summary List - This list allows you to view the status of all Returns prepared in the program. See Appendix 3 for a list of Status Codes and Descriptions. Also, you can create your own User Status Codes in the Database.
Management Dashboard - This function is used to manage Multi-Office Organizations
Business Returns - This function is used to view or create business returns. It is discussed fully in Chapter 5 on Business Tax Return Preparation.
Training Returns - This function allows the user to create Returns in a training environment. Full functionality to prepare a Return is available, however, the Returns will not be sent to Central Site for transmission.