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Level 3
May 26, 2020
Solved

Internal controls

  • May 26, 2020
  • 10 replies
  • 42 views

We are looking back at some 2018 tax returns and trying to find out some details such as WHO actually efiled the return. Is there any way to glean that information from the software?

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10 replies

Just-Lisa-Now-
Intuit Community Champion
May 26, 2020

The software will only show whomever was input as the "preparer", you won't be able to tell who pushed the button to actually Efile it.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 3
May 26, 2020

Well that is a shame. I have run into this with other accounting type software. There should be more internal controls in these systems. Thank you for your answer.

sjrcpa
Level 15
May 27, 2020

@Conway1021 wrote:

If we let ProSeries know that this is a function we need they will make it available to us.


LOL.  Thanks, I really needed that laugh!   I'm glad I wasn't drinking anything when I read that or I would have spit it all over the place.

No, Intuit is EXTREMELY UNRESPONSIVE of any requests for changes.


I got  a good laugh out of that, too. 🤣

The more I know the more I don’t know.