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Level 1
August 23, 2024
Discussion ongoing

tickmarks - reviewing tax returns

Related products:ProConnect
  • August 23, 2024
  • 4 replies
  • 8 views

Please incorporate the functionality of reviewing a tax return inside of ProConnect and using tickmarks to notate individual lines of the tax return.

I want to be able to use tickmarks (different colors / shapes) to notate lines as I review: correct, needs attention, will change, etc.

Also being able to includes comments with the tickmarks and being able to view/print a sheet of all comments, tickmarks, and the lines they affect on the return as a single document.

This is crucial to efficiently review tax returns.

4 replies

sjrcpa
Level 15
August 23, 2024
abctax55
Level 15
August 23, 2024

Susan... LOL.  Thanks for a late Friday chuckle.

HumanKind... Be Both
sjrcpa
Level 15
August 24, 2024

You're welcome Anna.

The more I know the more I don’t know.
Level 7
August 30, 2024

Thanks for the idea to "incorporate the functionality of reviewing a tax return inside of ProConnect and using tick marks to notate individual lines of the tax return.We are changing the status to "Open for voting".

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