New
Show payment dates alongside amounts on “Filed Extension” and “File Return” screens
On the Filed Extension screen, it would be very helpful if we could see both the amounts and the dates the funds will be transmitted, instead of just the dollar amounts.
The same enhancement would be great on the File Return screen. The amounts shown now are useful, but adding the scheduled payment dates would make these screens much more informative and save us from having to dig into other areas or reports to confirm timing.
Having both amount + transmit date visible at a glance would:
- Make it easier to answer client questions quickly
- Reduce the risk of miscommunication about when funds will be pulled
- Improve review workflows, especially during busy season
This small UI enhancement would have a big impact on day-to-day usability for firms.
