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@ ProConnectTaxFor at least the 2nd year, when I send a batch request via Intuit Link, it does not include | enable the Documents area for the client(s) to uplo...
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The issue is that on the dashboard ITO does not display whether an extension has been filed or the return has been filed. I know we can click through and find a...
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I would also suggest defaults for including the effective tax rate and printing the company name in the letter salutation for business type returns by default.
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I came here to specifically suggest the same thing. I have been requesting this since wholly migrating all tax preparation to ITO for TY 2015 or 2016. Please ma...
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Thank you for the quick and easy solution! It's frustrating that I couldn't find this answer within the PTO Help query. A quick internet search brought me here.
