Sherry Sergeant
Activity overview
Latest activity by Sherry Sergeant-
Sherry Sergeant created a post, 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 c...
-
Sherry Sergeant commented, That is super helpful! Thanks so much.
-
Sherry Sergeant created a post, E-signatures on Paper-Filed Returns
Does anyone have nice, clear, hard guidance on whether or not the IRS will accept an e-signature on paper-filed forms like the 1040, 1041, 1120, or 1065? The IRS has a nice list of forms that are ...
-
Sherry Sergeant commented, All should mean All. We shouldn't have to go to a completely different view to see Amended returns.
-
Sherry Sergeant commented, 1000% agree
-
Sherry Sergeant commented, We use the prior year data.
-
Sherry Sergeant commented, Our firm uses DataScan to pull the information and create the csv file.
-
Sherry Sergeant commented, agree
-
Sherry Sergeant commented, 100% agree. It would be fantastic to have multiple user-created email templates available for Exchange standard messaging.
-
Sherry Sergeant commented, Agreed. Many clients get confused by this section. I love the suggestion of Payment Notes with the fields labeled Amount I paid, Date I paid. Perhaps you could even have a drop down - How did yo...