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Please Implement Grouped Bookmarks on PDFs of Tax Returns

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Please Implement Grouped Bookmarks on PDFs of Tax Returns

ABadolato

Please change the automatic bookmarking system when printing a tax return directly to PDF to instead group the bookmarks by the taxing jurisdiction.  It is quite difficult to navigate through the bookmarks of a multi-state tax return when they are shown on one large list and are labeled only as the form numbers.

Current format                                                                                                            Proposed format

Current.PNGSuggested.PNG

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Also, please group the K-1s by partner / shareholder numbers or names instead of showing "page 1" on each new beginning K-1.

Current format                                                                                                            Proposed format

K-1s.PNGK-1s suggested.PNG

Status: New
Vote now if this is a good idea
3 Comments
mfeuerst
New Member

this is a great idea! i just called up asking how to bookmark my pdfs.

the rep couldn't give me an answer. seems like you enabled bookmarks.

can you tell me how to enable them? right now, we print to pdfs and the bookmarks are pages, its terrible!

ABadolato
Level 1

When printing directly to PDF, the output comes in the bookmarked format shown on the left-most screenshots.  My idea was to refine the automatic bookmarking process to produce bookmarks as shown in the right-most column.  I manually created the additional bookmarks.

 

Print Screenshot.JPG

 

 
trojancpa
Level 1

Agree 100%. Must have to compete with the product coming from other tax packages.

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