The-Tax-Lady
Level 9

@Matt C 

"The updater never directly touches your client files" ?

So when the Unemployment correction update came thru and changed the amounts on all the returns that had been e-filed and accepted, even if they were locked, would not be considered "directly touching the client file."

I know I was ready to reach out and "touch" somebody at intuit when that update was done. Fortunately, I had PDF copies of the original returns, because it also changed the "Original Amount" and "Original Return" numbers in the client file. Many preparers did not save or print the original return before the update and expressed their dissatisfaction on this forum.

How about a pop up box that asks if you would like the current updates to be applied to the already efiled and accepted return before you open it, instead of the software just doing whatever it wants, to your client file.

Then the claim of "The updater never directly touches your client file" would have some validity.