There are certain documents I want to load into document retention, not in the Intuit Link and sometimes I need to go review something. Or I want to switch between returns and the only way in to do that is to click Client and research for them. Or I want to double check that the information in the profile matches/is updated to the information I received via the Intuit Link. This button exists when I pull up a client and want to go back to the Client list, let me got back to the client profile from the return please!
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Yeah. There's a back button under Tax Planners, so it seems like a tax return would have it, too. But, another option would be to have the "Documents" tab visible in the right-side panel. Less need to navigate around if they added that.
Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.
