Dawn Anderson
Posts
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Answered
Client Portal - Frustrating
While the client portal is great, for the accounting firm it is incredibly frustrating not being able to have access. Yes, we can see what is in there, but documents are being input under 2025 Tax ...
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SafeSend Extensions - Tax Payment Due Date
Hello, First year using SafeSend Extensions. We ran a test on a client today and noticed an issue with the Due Date on the payment page. The transmittal letter instructs client to pay by April 15,...
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Issue Printing Organizers from UltraTax
Hi, I sent the message below to support and they suggested it is an UltraTax issue. Has anyone else experienced this? We have followed the step-by-step directions for UT Print Settings for...
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PTET (Passthrough Entity Tax)
Hi, Experiencing an issue on our 1120S returns for which the amount due on 1040 is being paid through business. When the 1120S is assembled in UltraTax and processed to SafeSend Returns, the amount...