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Add HSA Forms to Client Checklist

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Add HSA Forms to Client Checklist

KariGillen

For clients who use HSAs each year, it would be very helpful for the 1099-SA and 5498-SA to generate as line items on the client checklist. We use the checklists each year to help our clients gather their documents, and they regularly forget about HSA tax forms because they don't automatically generate on the checklist.

Thanks for the idea to add HSA forms to Client Checklist. 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. >> ProSeries 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 HSA forms to Client Checklist. 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. >> ProSeries 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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