Would other preparers benefit from having a column in the FILE RETURN tab of Proconnect that showed the refund or tax owed by return, to verify that nothing changed?

[dkorpel]

Please see attachment for my example of what it would look like.  We often send a draft to a client and then don't get the efile authorization for a few days.  Before efiling we always pull up the return and then click thru the actual return pages in the CHECK RETURN screen to verify the final numbers are the same.  This would eliminate the need to click back and forth when efiling the return.

[itonewbie · Accepted solution]

Some may find it helpful, others not.  Although the amount of tax due or refund would be a good reference, I'd still check the others numbers on F.8879 to be safe.

Product feedback should be registered on a different website instead of here, which is a peer-to-peer support forum.  Can't remember the URL but one of the nice Intuit moderators should be able to help.

[itonewbie]

@Intuit Austin, could you please remind us what the URL is?  Thanks!

[dkorpel]

@itonewbie thanks, yeah if they could put every number from the 8879 that would be even better, I'd love that.  Sorry for posting in the wrong place, I actually asked Support and they pointed me to facebook or here, so I chose here.  Happy to post elsewhere to reach the ideas/feedback crowd.

[abctax55]

Does PTO allow for the "green audit check marks"? 

If so, I use those to mark reconciled returns, especially the F & S F 8879's.  When the edocs are returned, those must be the same or filing comes to a screeching halt until the discrepancies are resolved.

[itonewbie]

Unfortunately, there's not.  It was suggested but not sure if it's even on the to-do list.

[abctax55]

Wow..that's a bummer.  I couldn't live without those check marks.

[itonewbie]

I know what you mean.  It's indispensable when I was using GoRs in my previous life.