Would be nice to have a function where I can visually see that I have reviewed a number on input or in the forms. In CCH ProFx, you can double right click on a number and it will put a check box to show it's been reviewed and then if something changes after you reviewed that number it will flag that the number has changed since you reviewed it and will include a list of changed numbers in a diagnostic report
Voted for. I feel like it takes ten times longer to review a tax return in PTO than other software because every time I pick up the return (whether adding new data received/requested from client, making edits to the return, sending a return back to a preparer with review notes) I feel like I have to review every number on the tax return again.
100%! Considering the switch to this Intuit ProConnect for it's cloud feature, but the no checkmarks is a deal breaker! Working in a firm with a two step preparation/review process the checkmarks are critical! Most other software I have looked at has this feature as a review tool. Please add 🙂
