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Level 1
April 15, 2026
New

History Log of Returns Sent

Related products:ProConnect
  • April 15, 2026
  • 0 replies
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Hi,

It would be great if there was a log somewhere that showed me when I had sent a client their return through the Intuit Link. It would be great if those PDFs saved somewhere so when they request another copy it's the date from when I sent it last time and not today's date.

I forget who I've sent returns to and either I end up sending them seven times or not at all because I can't tell what I have or haven't sent. This makes me look unprofessional.