Lavonda Taylor
Activity overview
Latest activity by Lavonda Taylor-
Lavonda Taylor created a post, AnsweredGroup Returns K-1 Distribution Tracking
Clients would like the ability to update K-1 status for K-1s that have been manually deliver instead of electronically deliver. This way they are able to track K-1 distribution accurately. For clie...
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Lavonda Taylor commented, We've had the same issues with multiple clients not liking the updated format. With over 100 organizers sitting in the partial completed status. To get a clear picture of the status (if the client ...
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Lavonda Taylor created a post, AnsweredSafeSend Signature Enhancement Request
It would be helpful if there was a Manually Signed option added to SafeSend Signatures. Also, it would be beneficial if there were an option to make edits (add or remove signature fields) to a docu...
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Lavonda Taylor commented, I absolutely agree as we have been experiencing that same issue.
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Lavonda Taylor created a post, CompletedSupport 990 Return Types
Please consider adding Form 990 as a supported return type.