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ProConnect: display clients with credits used (or not)

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ProConnect: display clients with credits used (or not)

StephanieMack

On the Tax Return screen, there needs to be a column showing credits used (or not). This way it is not a guessing game as to which client returns have used up a credit & which clients have not been assigned a return credit. Currently there is no way of knowing how many more returns need to be purchased, with out doing a manual inventory & counting the screen. Then you have to go to the Purchased & see how many have been used & the then subtract the two & run a test to try to print the return & then get the waring printing or e-filing will used a credit. Then Ah-ha, this one does not have a credit assigned! This is way too difficult. 

Additionally ProConnect should allow for a snip or pic to be attached to the ideas, a visual would really help! Stephanie

Thanks for the idea to add a column for credits used for clients. We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. > ProConnect Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Status: Open for voting
Vote now if this is a good idea
1 Comment
IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea to add a column for credits used for clients. We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. > ProConnect Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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