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With the 7/31 Form 5500 deadline nearing, we've put together a list of resources to help you during this deadline period.
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- Filter/Display Option for Auto-withdraw
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Filter/Display Option for Auto-withdraw
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Filter/Display Option for Auto-withdraw
Filter/Display Option for Auto-withdraw
Submitted by rwlarson on 06-09-2022 04:59 PMWhile I can add to my display seeing which clients owe a federal balance or have estimates, it would be EXTREMELY helpful to have a display option to see which clients are enrolled for auto-withdraw. Numerous clients have called after receiving an IRS letter that claims they did not pay when their client letter says their balances were to be auto-withdrawn from their accounts. By allowing preparers and back office staff members a way to see this displayed, we can stay on the same page a
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