Add Saved Representative Profiles for Forms 8821 and 2848

[Florencia Dascoli]

Currently, when preparing Forms 8821 or 2848 in ProConnect, the representative information (name, CAF number, PTIN, address, etc.) must be entered manually each time. It would be extremely helpful to have the ability to create and save representative profiles, and then select from a dropdown menu when completing these forms. This would save time, reduce manual errors, and streamline workflow—especially for firms that frequently use the same representatives across clients.

[Intuit_Ruben]

Thanks for the idea to "have the ability to create and save representative profiles, and then select from a dropdown menu when completing these forms. ". We are changing the status to "Open for voting".

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