Discussion ongoing
Filter/Display Option for Auto-withdraw
While I can add to my display seeing which clients owe a federal balance or have estimates, it would be EXTREMELY helpful to have a display option to see which clients are enrolled for auto-withdraw. Numerous clients have called after receiving an IRS letter that claims they did not pay when their client letter says their balances were to be auto-withdrawn from their accounts. By allowing preparers and back office staff members a way to see this displayed, we can stay on the same page a
