Welcome back! Ask questions, get answers, and join our large community of tax professionals.

More right-side panel tools

cancel
Showing results for 
Search instead for 
Did you mean: 

More right-side panel tools

bstmstr

I'd love to see the right-side panel (while working on a tax return) have more features.

First off, it'd be amazing if errors would show up "live" in the side panel. Instead of flipping back-and-forth between Input Return and Check Return it'd be great if error checking was live (if not live, maybe a "check for errors button" in the errors panel).

Next, notes should move to the side panel. When a note is entered, have the icon show a notification. Even better, have notes be user-based. So, if I make a comment, everyone working on the return could see my name and the note date. If life was perfect, we'd also be able to do @mentions for other users. But, at a minimum, just having notes not cover the whole screen would be really nice.

Finally, would really love to have a "documents" panel so I could find/save client docs. I constantly have to switch browser tabs to find documents, it'd be so nice to have that info in the return.

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.

Status: Open for voting
Vote now if this is a good idea
1 Comment
IntuitGabi
Moderator
Moderator
Status changed to: Open for voting

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.

Post comment