Julie Kruger
Comments
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Yes, please! I spent WAY too much time looking for this return. I had assumed that if I turned the filter to "all", ALL the returns would be shown.
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Agreed. We would like the Categories options to include all the categories we have added in the Secure File Transfer module.
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Adding a comment to this: After the April 2026 update, the columns are now WAY wider and I can't fit them all in one screen. I really wish I could adjust the column width myself, I'd like to fit e...
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We just did a test run, and it worked! But it is a very slow process, you have to do settings for every voucher individually, and it's about 3 clicks per voucher, so it almost doubles my processi...
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We also would like to be able to see what documents the client marked as "N/A". We've settled on going into every client's "client view" and printing their upload documents page, but it filters out...
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Agreed. We are doing a work-around where we have to go into each client's "client view" and print a copy of their DRL once they submit everything. It's annoying, but works.
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Yes, please make the signature & date boxes smaller! The boxes are enormous, they don't at all fit in the boxes on the return (we use UltraTax).
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We would like this as well.