I'm having a mental block. In the past I have printed a list of prior year returns that were sorted by the date prepared. It's very helpful to track them that way - and amazing that they usually come in in the same order and around the same time every year! At the moment I can't remember how to print the listing. I know ATX has a tab for printing a client list, but it is only alphabetical and no option to add the date. It's probably something simple that I'm just zoning out on. Any ideas?
Thanks - and HAPPY NEW YEAR!