
Carissa Navarrete
Activity overview
Latest activity by Carissa Navarrete-
Carissa Navarrete created a post, Adding a credit card convenience fee when clients pay for their return
Hello! I've been looking all morning for ways to add a convenience fee to our clients' tax returns. We use Ultra Tax and I can't find anything on adding a percentage-based amount fee. Is there a w...
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Carissa Navarrete commented, Hello! I agree with Sarah and Alexandra, I came on here to ask that the finish button be changed. We had many issues last year with clients confused if they had finished or not because of button co...
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Carissa Navarrete created a post, AnsweredUltraTax Organizer - "Prior Year Information" Column
Hello! Our firm noticed that last year we had clients editing the data in the greyed out "prior year information" column instead of in the current year column. Can we have this section of the Ultr...
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Carissa Navarrete created a post, AnsweredOrganizers - "Document Upload" Button Change Request
Hi!! Our firm has had an overwhelmingly amount of clients confused about the document upload section buttons. We are having to call clients to ask them to hit the blue "complete" button rather than...