Marty Farnham
Comments
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Yes, the source documents are difficult to manage as individual pdfs, so when they are submitted within the organizer, it would be nice to have one pdf that includes the organizer pages and the sou...
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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 ...
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Yes! This causes a lot of confusion for our clients too, and many phone calls. It would be great if the state returns would download as separate pdf files from the federal as well - we spend a lot ...
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Any update on this? We too have many clients who still prefer to pay by paper check.
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I actually didn't realize this wasn't already a thing! We have several "spouse controllers", and I just assumed that if you chose "spouse first", they would get all communications! Yikes! 100% agre...
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It is a change that we really need for organizers too, since they are sorted by first name also- it really makes it difficult to find a client by name.
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Agreed - if a taxpayer and spouse are working together on their return, they should have the ability to each contribute to ONE document request. The original post here says "Completed", but Chelsea...
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Thank you for the tip!
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Agreed!
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Yes, please!