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2020 HomeBase customized views

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2020 HomeBase customized views

Mary51

I have been a Pro Series customer since 1994 and certainly appreciate all improvements made to the Pro Series over the years. One tool I use to manage both Personal and Business tax returns is a Home Base customized view "All Tax Returns" to assign tax returns to my staff and most importantly check the status of each tax return. I just got off the phone with Support and we both discovered that in Pro Series 2020  the only view that can not be customized is the "All Tax Returns" view. Imagine my disappointment at losing such an important management tool!!

Thanks for the idea. We are changing the status to "Open for voting" and 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
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3 Comments
Tax Man Tan
Level 4

I am honestly more disappointed with ProSeries than ever. The 2020 version is worse in every way IMO.

taxes96786
Level 7

I appreciate that we can now import prior year column options but I don't like that the first 2 columns are "hardset" and I can't move any other columns into that area.  Why did you do this? I want to see the "extension filed" and client status columns before the client name. I also don't want the "file name" where you require it to be...

Can you let us into this area?

IntuitGabiU
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea. We are changing the status to "Open for voting" and 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.

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