The following items have been released to Production:
Client List:
Added the ability to exclude accepted returns from the client list for sites that have less than 500 returns (this will be coded for sites over 500 returns prior to tax season).
Select the checkbox
The below example shows a list with 252 returns filtered down to 9 returns when this option is selected.
Reports
Added the Preparer Name to the Fees Charged Report to assist the Military sites and other sites that track fees saved to the taxpayer.
*Click here to download a PDF of our Cumulative Release Notes.