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Can you set up a feature to add a explanatory note to the filing? (this was available in Lacerte) You can attached a PDF but I don't see where you can add a not...
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PY worksheets are availabe for the preparer to review. They can not be copied or moved to the shared documents folder (have to download and then upload). It wou...
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When using Intuitlink is there a way to mark an item complete (or color code it in the dashboard) so that the list of submitted documents can be narrowed down t...
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Yes, this is a very usefeul feature and the current workaround is very cumbersome
