| Subject | Author | Votes | Views | Latest Post | Replies | |
|---|---|---|---|---|---|---|
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Add "Extension(s) Accepted" as a choice in the E File Status column of the Tax Return dashboard so ...
| 42 | 5451 | 10 | |||
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Please add an ability to modify Client Letters: add notes, content, extra default paragraphs for cl...
| 157 | 8826 | 16 | |||
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Please give us the option to add our own watermark when masking the SSNs, or having a preselected l...
| 58 | 3278 | 9 | |||
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All too often we look back at a prior year for any number of reasons. It's entirely too easy to sta...
| 39 | 3948 | 7 | |||
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Please consider expanding your tax projection module into something more robust, including states, ...
| 26 | 2951 | 9 | |||
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Add and ability to completely freeze returns once they are filed, so the numbers do NOT change with...
| 45 | 1603 | 6 | |||
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The client letter MUST be enabled to be customized. Period
| 49 | 1583 | 3 | |||
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Add customization options for the client letter (customize persona, partnership, etc separately). I...
| 31 | 2512 | 4 | |||
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It would be an amazing feature if when done with an LLC, we could enter each members' email address...
| 36 | 1232 | 3 | |||
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Ability to easily split a married filing jointly return to married filing separately (Like Lacerte ...
| 107 | 2909 | 5 | |||
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A super huge time saver would be if we could import a prior year return from PDF (which are always ...
| 31 | 1131 | 4 | |||
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When a return is file and accepted, the software should send a confirmation E-file to the clients. ...
| 5 | 1209 | 1 | |||
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This Idea Exchange website has been broken for a while. None of the links/buttons work, so there's...
| 2 | 778 | 4 |