Susan McIlvaine
Activity overview
Latest activity by Susan McIlvaine-
Susan McIlvaine commented, YES & YES, print DRL with download of documents and include items marked N/A.
-
Susan McIlvaine commented, Definitely agree on the itemized deductions section on the DRL. We would also request a tax payments section on the DRL We are having a lot of issues with trying to analyze what has been uploaded ...
-
Susan McIlvaine commented, The analyzing of what "other" documents there are, is a real problem.
-
Susan McIlvaine commented, Yes, this seems like a problem a lot of firms are having. We need ability to change "finish" status back to upload.
-
Susan McIlvaine commented, 100% agree
-
Susan McIlvaine created a post, SS Gather and secure files from clients
We would like to know how other firms are handling the Gather secure document upload restriction. Many of our clients uploaded secured documents to Organizer and we unsecured them on their behalf....
-
Susan McIlvaine commented, We are suggesting a possible solution for Sch C and Sch E. For example, we have a client with several rental properties. Each rental property address has its own Schedule E. Can Gather recognize ...
-
Susan McIlvaine commented, We have also requested the SS be added to DRL.
-
Susan McIlvaine commented, Yes I agree. Also, when the client gets to the end of the organizer pages and sees "Finish", it is not clear that the client will be taken to the screen to upload source documents. It seems as if...
-
Susan McIlvaine created a post, AnsweredSafeSend Returns - make link able to access multiple years of tax returns
Enhancement Request - Individual tax return clients - to have access to multiple years of tax returns when clicking on the link. I realize that grouped returns does this, but we do not want to tur...