Skip to main content
Level 4
May 10, 2022
Discussion ongoing

Add notification when numbers are changed on a return after it has been e-filed.

Related products:ProSeries
  • May 10, 2022
  • 3 replies
  • 9 views

Add a notification to the Homepage if numbers on a return have changed after it has been e-filed, rather than only having the notification pop-up when you open the return. Once a return has been e-filed, there is often no reason to go back into that return, but if something changes in tax law or a system update corrects internal calculations, the only way we can find out about these changes is when we open the return, and if there is no reason for us to open the return we will never catch the correction which means we have no ability to correct it until the client gets a letter from the Feds or State notifying us of a correction.

This topic has been closed for replies.

3 replies

Level 5
May 11, 2022

Click on home base view, then client analyzer queries, then return results changed, then hit go and all of the returns with changed results will be listed.

FTPhilAuthor
Level 4
May 11, 2022

That sounds like a work around, and how often would we have to do that? It would be nice if we didn't have to go to such lengths to find out something has been changed. A simple addition to the Homepage like the "Rejected" tab would be great.

June 13, 2022

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and 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.