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JFHFIRM
Level 1
March 23, 2023
Discussion ongoing

Non Year Client Documents

Related products:ProConnect
  • March 23, 2023
  • 1 reply
  • 2 views

In the document section, documents are associated with a tax year. Can we add a Non Tax year section to upload documents that do not relate to a single tax year? Some documents may be referenced throughout multiple years and it makes it difficult to have to search each year for it rather than a section that could hold all non year related documents. Would make the document storage much more complete. 

This topic has been closed for replies.

1 reply

October 23, 2023

Thanks for the idea to add a section for documents that don't relate to a single tax year. We are changing the status to "Open for voting" since it is no longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange

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