Dave B
Level 2
07-19-2022
11:34 PM
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Here are a few observations/suggestions/questions:
- The state savings should be reflected separately in the presentation report
- The audit risk should also be reflected in the presentation report
- The presentation report should also include the spouse's name in the case of MFJ. It only shows the main taxpayer's name.
- The program picked up the same insight multiple times for one tax plan
- How is the employer match being calculated? There is no formula to view.
- Why is the employer match from a taxpayer's employer reflected as a tax saving?
- The color choices for the presentation report should be expanded. It's currently very limited
- The logo is too small
- There should be a built-in function to present a tax liability projection
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Employee
07-27-2022
08:50 AM
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Thank you for your feedback!
I have taken the first item of your list and entered it into the Idea Exchange and made it "open for voting". Feel free to vote for it and comment on it too. If you can find the time add your additional suggestions to the Idea Exchange so others on the community can vote on it.
sjrcpa
Level 15
07-29-2022
08:23 PM
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And the point of voting is?
Been around the block a few times.
The more I know the more I don’t know.