Using Checklist in Hub

Hub allows users to maintain a checklist of tasks and/or requests assigned to a client. This is an automatically generated list based on your client's prior-year return that can be added to or changed as needed.

Review a Checklist

1. Open the ProFile application.
2. Select the Hub option from the Goto menu in the top toolbar. Hub opens, displaying a list of clients.
3. Identify the client whom you want to create a checklist for. Select the Invite button associated with the client.
4. The Invite Clients to Use Link window opens. Select the Edit link from the Checklist option.
5. The Edit Document Checklist window displays. The checklist details the client, the individual requests made to the client (based on the previous years' requests), and the action that can be undertaken.

Delete an existing Checklist entry

1. Identify the checklist entry to be deleted.
2. Select the trash can icon next to the checklist entry under the ACTION menu; the entry is deleted.
3. Select the Done button. The checklist updates and the Edit Document Checklist window closes.

Note: Hub users will not see a confirmation window. The checklist entry will delete immediately.

Add a new Checklist entry

1. Select the Add New Request button in the Edit Document Checklist window. A new blank checklist entry field is created.
2. Enter the new checklist entry.
3. Select the Done button. The checklist updates and the Edit Document Checklist window closes.