Include previous year account names/numbers & income amounts for file uploads
complete
Tariq Soliman
Sam and Mark identified a critical pain point is not displaying the previous year account names and account numbers when a client is performing file uploads.
This is essential to let clients know what accounts they have and should look for besides what is new this year without unnecessary back and forth.
It would be ideal if clients can rely on something of this nature
Lauren LaVan
updated the status to
complete
Hi everyone - excited to share that for this tax season, your clients can now easily reference prior year account names, numbers, and amounts while uploading so that they can quickly understand what needs to be uploaded, saving time and effort.
In the document upload task, clients will see suggested uploads based on what was shared in their previous year's tax filing engagement.
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Lauren LaVan
Merged in a post:
Can we also add an Organizer alongside the questionnaire
Tariq Soliman
Many tax softwares generate an organizer that shows the PY totals, account numbers, and issuers for all tax forms for each client
If we have these from our tax software, would it be possible to have them automatically provided to the client for completion similar to the questionnaire?
The organizer is just an inventory list with account #, form name, issuer, and PY amount for reference
Lauren LaVan
updated the status to
in progress
Lauren LaVan
updated the status to
planned
Dwight Clancy
Merged in a post:
Just a List (CCH Checklist)
Tariq Soliman
Doug wants the ability to just give the clients a list that shows what they gave last year so they know what they need to give this year and the additional questions are helpful but would be best if toggleable for his use cases
Dwight Clancy
updated the status to
under review