How/where are firms recording the ITAX Prepay, Fiduciary Returns and Status Report due dates in the matter details?
Solved
Recording Due Dates Related to Inheritance Tax (Pennsylvania)
- Regular
Best answer by Sara Sultan
Hello
What matter type are you using? In our Decedent’s Estate matter type on the Case Details layout, there is a spot to track the Inheritance Tax Due Date. We may be able to add the other due dates as well if they are standard in Pennsylvania matters. You can then use workflows to send you task reminders of the deadlines.
+1- Smokeball Team
Hello
What matter type are you using? In our Decedent’s Estate matter type on the Case Details layout, there is a spot to track the Inheritance Tax Due Date. We may be able to add the other due dates as well if they are standard in Pennsylvania matters. You can then use workflows to send you task reminders of the deadlines.
- Regular
Thank you for the reply, Sara! There is an ITAX Prepay due date that is separate from the ITAX due date. It would be beneficial to have fields for each. ITAX Prepay, Fiduciary Returns and Status Report due dates are standard in Pennsylvania matters.
+1- Smokeball Team
Thank you, Mary!
I have turned your post into a ticket so that I can connect you with our Legal Product team.
- Regular
+1- Smokeball Team
Hi Mary,
The Legal Product person that is working on this is out today. I will update you when I am able to get a response.
+1- Smokeball Team
Hello Mary,
This will acutally require a lot of changes and will not be available in the next 4 months. That is all the update I have so far. I am unable to say when it might be available, just that we are planning on updating it.
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