Qount:

create a new task post in couple’s file

MFS - Spouse Name - 2021

ProSeries:

In each MFS Return:

Client Status Page - Permanent Notes: note why you are filing separate on each

In the original Joint return:

Status - MFS

Record the payment due here rather than each separate return, unless they are paying separately

Notion:

Create a new file with the spouse's name

SMITH, JANE - MFS

SMITH, JACK -MFS

note: refer back to the QBO invoice to see if they paid separately of together, only record fee under one taxpayer unless they are paying separately

Intake:

Separate forms by name, joint or unknown items, leave them separate

Scanning: Label tax docs by client name

Tax docs - Spouse name

Appointments

same appointment, not separate unless they ask