Bridgett Marcell
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Latest activity by Bridgett Marcell-
Bridgett Marcell commented, Agreed! Very confusing, especially when some of our returns are amended, but not all are hidden in the amended toggle section. That toggle makes no sense at all; just list all returns in the same a...
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Bridgett Marcell created a post, Returns: E-File Tab - Form Name Drop Down Menu
Would it be possible to add a drop-down menu in the Form Name field where the options of Consent Letter and Engagement Letter can be added (or any other field name)? It may sound trivial at this po...
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Bridgett Marcell commented, Agreed. Each user should be able to customize their view and save their option as a customized filter.
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Bridgett Marcell commented, My firm amends returns often by adding an "X" to the client number. I don't know if this helps.
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Bridgett Marcell commented, Our firm experiences this at the beginning of each tax year when the US forms are ready before the our state, so I can't process the state without the federal at a later date. This would be a great...