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Template Entry Defaults and Direct Deposit Consistency

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Template Entry Defaults and Direct Deposit Consistency

KenGreenberg

I find myself checking the box for "Electronic payment of balance due" and entering the tax deadline date on every return. I don't know whether they'll owe, but I like it out of the way.

We should have default options:

  • Direct deposit of refund
  • Direct debit of amounts due and a default date we enter like "tax due date"
  • Assigned to - the prepare name - I put this in a previous suggestion
  • Print preparer name on return
  • Our choice for the presidential campaign 

These defaults should also have an option to select for only new returns or select for all returns. 

While I'm on direct deposit entries, why do we check a box for a Federal refund ("Direct deposit of federal refund") but NY returns require a 1 to be entered instead of another check box?

This list isn't meant to be exhaustive. The idea is to avoid having to enter the same stuff on multiple returns. 

Status: New
Vote now if this is a good idea