Answered

Transmittals tab to show all payments & refunds

Currently if you want to compare your instructions(transmittals) to your overpayments and payments these are in different locations. To see Refunds & Payments due you need to look at the client info tab but can't see the transmittals to compare them to. To see Vouchers you need to look at either the vouchers tab or the transmittal tab. On the voucher tab, you can add vouchers but can't compare them to the transmittals. When you look at it on the Transmittal tab you can compare it to the instructions, but only if they are payments. Can you also show the overpayments (that will appear on the client info tab) in the Transmittal tab so they can be compared to the filing instructions, all in one place?

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Comments

2 comments
  • Official comment

    Hello Gina!

    Thank you for this feedback. We've added it to our Enhancements list for review by the teams responsible for making these changes! For now you can review the refunds via the Client Info tab and checking the pages directly!

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  • Yes, it would be helpful to be able to verify overpayments and payments due in one place and be able to add or modify in one place as well.

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