verifying data

[Work smarter not harder]

To help with verifying the data in the returns, could you please provide us with GREEN checkmarks on each line of the forms beside the amounts so that we know we have already checked those items.  Drake does it and it is a major time saver!

[BobV365]

I agree that having the ability to put a check mark on the screen next to items that have been verified would be a great improvement. I have requested this several years ago to no avail from ProSeries.I hope they listen to their users and impliment this change. 

[Work smarter not harder]

Bob it is such a huge time saver.  I don't know how many times I have rechecked a return because I lost track or got distracted with another client, phone call, etc.  I have heard that it is mostly the younger PS users that vote, so some how we need to get them to vote on this topic.  If you don't mind me asking, do you have an easy way that works for you to verify that you have checked a return?  I have most of my clients docs on the portal.

[BobV365]

I really don't have an easy way of verifying that I have reviewed every input into a return. That is why an onscreen checkmark or some other indication that the user can make to indicate that they have reviewed an input item would be helpful. 

[Anonymous]

Hi there! Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.