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January 13, 2026
New

Usage Details

Related products:ProConnect
  • January 13, 2026
  • 0 replies
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This isn't necessarily a software suggestion, but a way to improve billing and usage transparency. When we go to Purchase > Usage Details to see *how* we used the return credits we've purchased, in addition to seeing the date each credit was used, the client name, return name, return type, and tax year, I'd like to be able to see the method which used that credit. In other words, was it because we printed the return? Or because we e-filed an extension? Or because we e-filed the actual return? Currently there's no way to distinguish whether credits were used from just printing a return or e-filing that return.