Client Retention Reports consists of two different menus:
Call/Thank You List – The Call/Thank You List shows all completed returns for the current year and is generally used to keep track of which customers have been contacted either by phone or mail.
Prior Year Client List – The Prior Year Client List shows a list of clients from the previous year that haven’t yet returned to have their current year return prepared.
Both lists generate for the preparer who’s logged in, unless the Show For All Users check box is checked. Both individual and business returns are in each list.
To access Client Retention Reports, at the opening window of Keystone Tax Solutions Pro select:
- The Icon at the top of the screen:
or 2018 and prior
or from the menu at the top of the screen select:
- Tools
- Client Retention
or from the Main Menu select
- Reports
- Client Retention
In the Call/Thank You List, when a client has been called or mailed, the check box indicating that can be checked in the “Called” or “Sent Card” column. Click Print to print a report of all the clients in the list. You can also print mailing labels by selecting the Mail Labels button, or export the report to Excel by selecting the Export to Excel button.
In the Prior Year Client List, when a client has been called, the check box indicating that can be checked in the “Called” column. As with the Call/Thank You List, the list can be printed in report format or as mailing labels, or it can be exported to Excel.
The Prior Year Client List can also be filtered to show only returns completed between specific dates. Enter the start date and the end date in the spaces provided at the bottom of the list, then select Filter