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Level 1
April 24, 2023
Implemented

Autofill of name and social security numbers of taxpayer, spouse, dependents Where Required on Other Areas of Input

Related products:ProConnect
  • April 24, 2023
  • 1 reply
  • 2 views

Autofill the rest of the return for taxpayer, spouse and dependent names and social security numbers after the initial input on the Client Information screen. For example, for health insurance coverage that is mandatory in NJ, CA and possibly other States, the names on the returns along with their corresponding social security or ITIN numbers pop up and are selected. This eliminates the need to input this information again, especially if one has to go to the Client Information input pane to obtain such information. 

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1 reply

May 17, 2023

Thanks for the idea. Vote and comment on this similar idea here: social security number drop down box

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