All client deliverables should have filing instructions

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

We are looking to see filing instructions for extensions and all client deliverables. We deliver extension and estimated payments throughout the year to our clients and just like the full return we like to include filing instructions.

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.

This will decrease the preparation time and provide a cleaner product for our clients.

We are having to hand make all of the instructions to provide a quality product to our clients.

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.

Preparers, reviewers, signers, assembly team, and the clients.

By having these produced automatically, we would have a standard process decreasing our preparation time and providing a uniform look to our clients.

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.

I would see this as an option under the package printing section.