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June 15, 2023
Discussion ongoing

VOUCHERS & ESTIMATES TO DOCUSIGN - FILLABLE ORGANIZERS (E ORGANIZER ARE AWFUL)

Related products:Lacerte
  • June 15, 2023
  • 1 reply
  • 9 views

Hi there,

Can you please add mapping to automatically add in to Individual returns their CA LLC Efile Form (if need be), as well as a Form 114a (if need be).

 

I would love to also be able to have a separate area where the client's can go to their Vouchers and Estimates directly to pay (?).  I would be happy to have a drop down tab for me to add those in for them to review if you couldn't automatically map that.  If the client could somehow be directed to a link to where they need to pay those vouchers or Estimates that would be amazing.

 

LASTLY please make a fillable Tax Organizer.  The E Organizers are an exe file and client's cannot get into them.  The security is too tight and it doesn't explain very well how to work it.  PLUS client's that have a MAC cannot use.THANK YOU THANK YOU.  Been hoping for this for years.

 

Thank you so much.

This topic has been closed for replies.

1 reply

July 14, 2023

Thanks for the idea to link clients directly to pay their vouchers and estimates. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New".

Continue to vote and comment on enhancements similar to what you mentioned:
E-File Forms availability for E-Signatures - 114a and similar
PDF Version of Organizer
One page organizer list of documents needed

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