Allow linking "missing client information" to any data field or "red" fields

[Frank Broadway]

Currently, there are data fields in ProSeries that turn red, indicating that an entry is required. A preparer may not have the answer at that time and would like to link to the field, so a "missing client info" reminder entry is created. For some red fields, a link can not be created. A common example is the "Virtual Currency which needs to be asked of every client, but ProSeries does not allow linking.

I suggest that any field be allowed to link to "missing client info," If that is not possible, then any field that turns red because it is missing an entry should be linkable.

[hedgeslaw]

I agree. What I do is enter a zero or guess-ta-ment and mark it "Estimated" (using <F8>) in order to flag it for later correction. I can then print the error list and discuss these items with my client.

However, I am unable to mark "check-box-type" entries as "Estimated" .. such as marital status, virtual currency involvement and many, many more. I am also unable to mark as "Estimated" answers in a pull-down menu ... such as a dependent's student status and many, many more.

In my opinion, all entries should be able to be marked "Estimated" and linked to the missing client info list. I have been asking for this for years .... Please ProSeries - are you listening?