All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Allocation code import template: We would like to have upload options to append to existing data or replace the existing data. How will this idea ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When you select the paid preparer the PTIN pre-populates and when you select the office the office info also prepopulate. However, what doesn’t pr...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When going in to edit the offices or paid preparers if you make a change there is no way to cancel the change. If you click on X out to exit it au...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When making the selections in the paid preparer module there are defaults for the office and paid preparer. For office it seems to be coming from ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When adding an office, the EIN field does not have validation or hint text on how to enter. As an EIN is NN-NNNNNNN the natural inclination would ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Make the efile management export more simple so we can easily add filters to is. How will this idea help you and potentially others? Understanding...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. For ancient reasons, we skip over the partner address in the UI and all reports. A new use case has turned up for mass review of CPA Firm produced...

It would be great to see an in app reporting tool that can show data regarding: Validation Status Summaries Acceptance/Rejection numbers Changes YOY

When sending K-1s into GoSystem, include the 199A footnotes and box 13W footnotes.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Firm default setting that all users have access to projects instead of manually having to add each user. How will this idea help you and potential...