Brandon Farmand
Posts
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After latest update dashboard views very spaced out
After the most recent update last month our dashboard views (like the delivered tax return report view) are very spaced out and require a LOT of scrolling. Is this intentional? Not a fan if so.
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Verbiage on estimate reminder emails needs changing
Estimated tax payment reminder emails have a link that says Review and Pay. It used to say Access Tax Documents. "Review and Pay" is lousy - a client reading that would think they have the ability ...
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Answered
Amended returns - how to process?
Is there a specific process for uploading and delivering an amended return? Trying one now for an 1120S UltraTax return and when I hit the toggle to show amended returns, it does not list there - m...
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Answered
SS Suite Feature Requests After 1st Season with Software
This is the first filing season we have used the suite, after implementing last summer. Overall the experience have been a very net positive for us but there are some feature requests that could ma...
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UltraTax Firms - is the new AI Automatic Voucher feature working for you?
SafeSend added a AI Automatic Voucher feature recently that is supposed to read the filing instructions/transmittla letters for payments that do not have a voucher. We are UltraTax users and that f...
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Gather - UT Organizers - Lite-1 Page
For the Gather module, with UltraTax Organizers, the Lite-1 page is required to have the Gather work/process correctly. But I just tested with an organizer to myself and Gather does not allow the c...
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Gather - client missed something?
If a client completes their questionnaire, UltraTax Organizer and doc upload but turns out they missed something (like answering due diligence questions for the child tax credit, that are part of t...
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Client View - Gather question
Within Gather, if I click on client view, I come to the landing page. After clicking Get Started, it takes me to the custom questionnaire we have in place. Then if I try and hit next, to see what t...
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API Questions - Multiple Files and Archive?
We have the SafeSend Signatures API set up to auto download documents that are electronically signed. The API seems to be working but only for cases where a single document was signed. In cases whe...
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January release date?
We're planning our organizer delivery timeline. We usually deliver in mid January but wanted to wait for the January release to see what changes/enhancements might affect our clients and workflow. ...