ProConnect Tax Idea Exchange

In order to prevent inadvertent changes prior to e-filling (either due to PTO or user updates) after the return has been sent for e-signature either add the option to lock the return to prevent updates or add a notification option to indicate changes after e-signature was sent.

We just switched from UltraTax and their process involves qualifying the return before you submit the e-file. If changes are made between the time the e-file is created/the return is sent to the client and when you go to submit the e-file, it is marked as STALE indicating that changes have been made since the e-file was created, either due to a new update in the program or due to user changes.

Thanks for the idea to add the option to lock the return to prevent updates or add a notification option to indicate changes after e-signature was sent. We are changing the status to "Open for voting".

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Status:

Vote now if this is a good idea

Comments

Level 15

I compare the signed F 8879 amounts to the return 'just' as I'm about to efile it.

The bells/whistles provided by UltraTax are not likely to be included in a program that costs substantially less.

Level 15

I do what Anna does.

Level 15

Same here. But I also eyeball the return (not the schedules) quickly in case there's anything glaringly different.

Agree with Anna about the bells and whistles. It also sounds like UltraTax creates the XML when F.8879 is produced, in which case, they may have a point of comparison. With Intuit products, my hunch is that the XML is not created until the return is actually sent for efiling.

@ashtonc In case you are not aware, ProConnect Tax does lock the return once it's e-filed. You can refer to this article for more info: https://accountants.intuit.com/support/en-us/help-article/electronic-filing/lock-unlock-returns-proc...

Level 15

As always, good info, Jensen

Level 1

I understand that the program cannot do this currently. This was a suggestion that based on your responses is something that others are also having to find a workaround for. Wouldn't it help for PTO to introduce a future feature that helps us make sure what we're sending to our clients is what is submitted?

Level 15

- edited

I'll be the first to cast you a vote. Even though I'm the glass-half-full kinda guy, I'm not hopeful when it comes to Intuit. However, I'd be very happy to be proven wrong.

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