K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
States require (See attached IRS guidance) the returns to have the preparer signature (which can be typed) and date on the copies of the returns that are sent. Client's also like to see the preparer signature and date for their records. CCH populates this information automatically. |
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. |
It will save time on manual pdf edit |
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. |
Everyone |
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. |
| Release Date | Jun 18, 2024 |
In CCH there is an option to select to have the signature and date of the paid preparer to print. As such the request would be to add a radio button in the C-TRAC paid preparer section that does the same. E.G. Print Paid Preparer Signature and Date? Yes, No