ProConnect Tax Idea Exchange
Submitted by jose33 on 01-17-2023 11:32 AMIn the client set up process, it would be nice to select Jr. , Sr., iii , etc. suffix for client names. I have had a few clients and the only place to enter the suffix is the official tax return. However when I send the client Intuit Link, sometimes the client is upset because they think I am forgetting their suffix, which in fact it is not available or I have to put it in the section (First Name or Last Name). I think if you could click a suffix box associated to the client then it would automatically add it to the all forms or features in the Intuit software.
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