The Client Portal tax tracker gives clients a simple, always-up-to-date view of where their tax return is in the process. No follow ups needed, they'll see where their return is along the tax roadmap.
Enabling the tax tracker
Go to Practice Settings > Practice Management
Go to the Workflows tab > Tax return settings
Toggle ON "Show tax tracker"
This setting is practice-wide.
Managing tax tracker statuses
Manage the tax return statuses in Practice Settings under the Workflows tab > Tax return status options > Tax tracker status.
Go to the "Internal status" tab to control which internal statuses trigger Client Portal tracker updates.
These statuses are practice-wide settings.
Client portal contact permissions
Client portal contacts must have "Tax" permissions (under Portal Settings) in order to view the following:
The tax tracker "Tax returns" tab
The auto-organized "Organizers," "Signatures," and "Tax files" folders under Files
Any published organizers waiting on client information
More on contact permissions 👉 here!
Preview the Client Portal experience at any time under the client's Portal Settings:
Attaching a filed return
Once filed, add the tax return at the top of the tax return by clicking "YYYY tax return" and then "Upload."
This will link the return attachment to the Client Portal as well as auto-organize it into the "Tax returns" folder of Double.
The client portal view
Tax return tab
Files tab
Without tax permissions, contacts will see neither view