Taxes-by-Rocky

WHEN IN THE HOMEBASE EF CENTER - WHETHER IN THE "PENDING" OR "ACCEPTED" TAB - IT IS NEARLY IMPOSSIBLE TO DETERMINE WHAT REFUND/PAYMENT AMOUNT AND REFUND/PAYMENT METHOD WILL BE PROCESSED WITH AN EXTENSION OR RETURN WHEN TRANSMITTED.  I REALIZE THIS IS LARGELY DUE TO THE MANY POSSIBLE COMBINATIONS THAT ARE AVAILABLE.  THAT SAID, THE HOMEBASE COLUMN HEADERS DO LITTLE TO IMPROVE CLARITY.  PARTICULARLY WHEN ONE ADDS THE POSSIBILITY FOR THE PROCESSING OF A QUARTERLY ESTIMATE INTO THE MIX.  SEPARATING THE EXTENSION VERSES THE RETURN ON SEPARATE ROWS HELPS BUT DOESN'T REALLY GO FAR ENOUGH.

SHORT OF AN OVERHAUL OF THE PRESENTATION OF THIS DATA IN THE EF CENTER (E.G., ON A POP-UP TABLE RELATED SOLELY TO A SINGLE EXTENSION OR RETURN - ONE THAT MERELY REITERATES THE DATA IN THE RETURN ITSELF) COULD YOU PLEASE IMPROVE THE LAYOUT OF THE COLUMNS AND THE COLUMN HEADER DESCRIPTIONS IN HOMEBASE EF CENTER FOR CLARITY?  THE FLOW OF THE COLUMN ORDER SHOULD BE LOGICAL (HOW MUCH AND WHAT METHOD FOR AN EXTENSION, RETURN AND/OR ESTIMATE).

WHILE I REALIZE THAT THE COLUMNS CAN BE MOVED AROUND, THAT SEEMS TO MAKE MATTERS WORSE (AGAIN, DUE TO THEIR LIMITED DESCRIPTIONS).  YOU SHOULD BE ABLE TO TAKE A BYSTANDER OFF THE STREET CORNER, HAVE THEM LOOK AT THE HOMEBASE EF CENTER AND THEY SHOULD BE ABLE TO TELL YOU EXACTLY WHAT IS GOING TO OCCUR WHEN THE RETURN (ROW) IS CONVERTED AND PROCESSED (I.E., BASIC GUI WORK).

AS ALWAYS, THANK YOU IN ADVANCE.

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Vote now if this is a good idea
Comments
Level 15

"YOU SHOULD BE ABLE TO TAKE A BYSTANDER OFF THE STREET CORNER, HAVE THEM LOOK AT THE HOMEBASE EF CENTER AND THEY SHOULD BE ABLE TO TELL YOU EXACTLY WHAT IS GOING TO OCCUR WHEN THE RETURN (ROW) IS CONVERTED AND PROCESSED (I.E., BASIC GUI WORK)."

But don't tell anybody you tried that or you are going to get in trouble with the IRS 😬

Level 7

...IMPROVE CLARITY

...AN OVERHAUL OF THE PRESENTATION OF THIS DATA

...IMPROVE THE LAYOUT

 

please do.

 

AT FIRST, I THOUGHT IT WAS ME.  BUT HERE I AM PROCESSING EXTENDED RETURNS AND THE EXTENSION PAYMENTS ARE SHOWING UP IN THE COLUMNS FOR PAYMENT AMOUNT AND PAYMENT METHOD?

HOPE I'M NOT ABOUT TO PROCESS AN EXTENSION PAYMENT TWICE.😎

UPDATE:

THE ABOVE CIRCUMSTANCES MIGHT ONLY BE OCCURRING ON THOSE STATES WITH "INDEPENDENT FILING" (I.E., DETACHED FROM THE FEDERAL EFILING PROCESS).  I'M GUESSING HERE....THANKS.

Screenshot 2025-10-03 103151.jpg

 

ONE LAST UPDATE:

The amounts due with the extensions were $14,500 and $2,300, Federal and state respectively.

The amounts refundable with the returns were $52,262 and $2,986, Federal and state respectively.  Yes, $2,986, not $2,300.

ALL PAYMENTS sent and received ELECTRONICALLY.

If anyone can derive that from the screen print above (from EF-Pending), more power to them.

PLEASE FIX THIS IN NEXT YEAR'S SOFTWARE PACKAGE.  THANK YOU.

Level 15

I am eagerly awaiting the post from Intuit saying that this is now open for voting.  But I will vote early in hopes of helping you out.  😁

I was convinced at the outset that it must be user error.

But now I'm just completely lost.....