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It would be helpful to set up the direct email pencil tool so that it also links to gmail as an email client for the COI surveys. When we get down to the last few board members that we are trying to track down to submit their survey, it would be v...

Explanations do not carryforward from the prior year. Many explanations do not change from one year to the next. Need to copy and paste.

Importing via excel to schedule B, Part VII, etc is a feature we currently have and use.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Prepare State E/S Vouchers & Filing Instructions for 16 states. We'll do this over a 2 month period and in batches. See the attached excel s...

In our old software there was a nifty checkbox that printed out the De Minimis Safe Harbor election ( Regulation Section 1.263(a)-1(f)) . It was a simple checkbox that a preparer can check and then it prints a form that is attached/included with ...