Primary Contact for MFJ
For married filing joint clients, it would be great if we could designate a "primary contact" - so that this contact could receive the return 1st and receive all voucher reminders. Currently, we can choose to deliver a return to the spouse 1st, but once everyone signs, all voucher reminders go to the taxpayer. Sometimes, the spouse handles everything and should receive all communications 1st.
Comments
Agreed! I just had a call about this today!
Alternatively, couldn't the system programming just be adjusted to send all communications to whoever receives the tax return first? This would make the most sense... honestly, I can't even understand why it wasn't made this way to begin with.
A related request: when using with TaxCaddy integration, we can't pick if taxpayer or spouse is the first contact, even though it will pick up a match for TaxCaddy accounts where the spouse is the primary contact.
Agreed, we have many clients where the spouse is the main contact person and don't want the reminders to go to the "tax payer" because they won't take care of the items.
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