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tax return draft history

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tax return draft history

montbizsolution

If I've sent the return to the client, they come back with additional tax docs and I edit the tax return and resend another draft to them, I'd like to be able to recall the first draft or at least view it and be able to resend it to the client so they can see what effect the new tax docs had on the return.

This would be like how Google Drive lets you open or restore prior versions of a document.

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

Status: Open for voting
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2 Comments
sjrcpa
Level 15

Any time I send a draft I save a pdf copy of the draft return.

IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

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