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K1x Ideas
Status Already exists
Categories All Products
Created by Guest
Created on Mar 5, 2024

Paid Preparer: Firm Name and EIN does not automatically populate

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 prepopulate when you initially make the selections is the Firm Name or EIN. Those remain blank until you save at which time then they get pulled over. It would be more intuitive if those populated once you made you made our office selection or at least gave a hint text that indicated it would appear after save.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.


Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.


How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.



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