Carissa Navarrete
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Recent activity by Carissa Navarrete
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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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Answered
UltraTax 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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Answered
Organizers - "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...