OPEN DMS for PAST YEARS

Related products:ProSeries

Forum|Forum|1 year ago
June 16, 2025
2 replies
8 views

Darn engineers keep messing with DMS!

Have DMS OPEN for past years, NOT ONLY THE CURRENT YEAR!

It used to be OPEN for past years until Intuit messed with it and Locked it Down to ONLY be used for the CURRENT year's tax return.

2024... Only works for the 2024 Proseries.

<2024... DMS does NOT ALLOW ProSeries to Send to DMS anymore!

WHY NOT? IT USED TO IN THE PAST ~2~3 YEARS AGO WHEN IT WAS OPEN FOR 'ALL' YEARS, LITERALLY!

DO NOT LOCK IT DOWN ONLY TO THE CURRENT TAX FILING YEAR!

OPEN UP DMS!!!

Document Management

I

Intuit_Ruben

Level 7

Thanks for the idea to "Have DMs open for past years, not just the current year.". We are changing the status to "Open for voting".

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.
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If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

FLange

Level 3

Intuit's DMS is an excellent option for those of us who prefer NOT to move all of our client's data to the cloud. This DMS is certainly not the best one out there as it has several severe limitations. It would be nice if this were enhanced to be a better "DMS" but, I understand, Intuit is not interested in improving this program, which is sad.

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