SafeSend Organizer Prior year columns

Can we lock down the prior year information column on the organizers?

Client think they have to update the amounts and override the info in the prior year column with current year info.  I think taxpayers are confused  but if they didn't have the option to type in the prior year column it would be less confusing.



  • Official comment

    Hi Sarah, 

    Our product team has recieved similar feedback and we are looking into how we can enhance this in a future release.

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  • PLEASE make the prior year column non-editable!  We've had several clients make changes or either delete them all and add the current year numbers in the prior year column.  However stupid it sound, it happens. 

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