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Level 2
July 29, 2022
Discussion ongoing

When including copy of the tax return in request for e-signatures would be great if we could choose between forms filed and all forms, worksheets, statements, etc.

Related products:ProConnect
  • July 29, 2022
  • 1 reply
  • 5 views

The current feature send all forms, worksheets, statements etc. which could be 100+ pages. Quite overwhelming for even a tax professional.  Need a new module  

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1 reply

September 14, 2022

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.