Ben Schultz
Activity overview
Latest activity by Ben Schultz-
Ben Schultz created a post, Receive notification of a new upload from a FOLDER link (similar to the drop-off notifications we receive now).
It would be great if all members of a shared folder could receive a notification of a new documents when the upload is from a folder link.
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Ben Schultz commented, I agree - The first sentence needs to be completely removed. We're not providing assurance services in a prep engagement. Yet, the word "ensure" puts us in an awkward situation because we're not pr...
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Ben Schultz created a post, Ability to duplicate custom questions list
It would be great to be able to duplicate the custom questions templates. We have standard questions that apply to all returns. Would be great to not have to copy and paste each one every time we ...
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Ben Schultz created a post, Ability to Upload Documents on the Custom Questions Screen in Gather
In some cases, a "yes" response to a custom question requires additional documentation to be uploaded. It would be great to have an upload option on the questionnaire screen, allowing clients to u...
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Ben Schultz commented, Agreed! In some cases, a "yes" response to a custom question requires additional documentation to be uploaded. If they can't see their questionnaire, it's unlikely they will actually upload it. ...
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Ben Schultz created a post, Add Support for Form 1041 Fillable Organizers
CCH provides fillable organizers for Form 1041, similar to Form 1040. For clients needing both Form 1040 and 1041 returns, we currently use paper organizers for Form 1041, but for Form 1040, we're ...