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I agree!We've ran into issues where the client started with a 1040 and didn't know they had to file a corporate return as well. We created a new corporate retur...
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We should have access to a trash bin on intuit Link documents for both client and firm document folders.
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We should be able to set a master or global price per form list so that all returns are priced consistently.I was just told from the chat assistant that we have...
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We used to be able to open the hyperlink under the "Client Name" column in a new tab by clicking with your mouse wheel or clicking while holding CTRL, this feat...
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Personal return got rejected after incorrect SS# was entered.To correct re-eFile the return you have to create a copy as the SS# cannot be changed, update the S...