Answered
Tax Payment Confirmations
When a client receives their returns and are prompted to make tax payments, can we add a feature that will let them upload a copy of the payment confirmation, either as a file or as a screen shot, from the clipboard utilizing something like the Snipping Tool of Windows?
Currently, their confirmation is nice, but I think people can easily skip over the confirmation, and we want the actual confirmation number in our workpapers for documentation.
Comments
Thank you for this input, Justan! We've added it to our potential enhancements for future program iterations. Our Product and Development teams will review this later, and you may see it included in a future release! Thank you for letting us know how we can better serve our users and your clients.
Also, this function should be added for estimated tax payments too
And if this information could transfer over to the following years organizer (Gather).
Please sign in to leave a comment.