Require daytime phone number of both taxpayers in questionnaire to support auto-debit
complete
Lauren LaVan
updated the status to
complete
Hi everyone - we have added phone number as a field to both the tax questionnaire as well as the auto-debit questionnaire for the upcoming 2024 tax season.
Lauren LaVan
updated the status to
in progress
Lauren LaVan
Merged in a post:
Add email address and phone number to questionnaire
Neil Johnson
Lauren LaVan
updated the status to
under review
Dwight Clancy
Neil Johnson to clarify the request, are you looking to add email address and phone number to the tax questionnaire, the contact details in the portal, or the contact in the CRM (Hubspot)? cc Lena Malkhasian