Blog Detail

Release Notes: Thursday, September 13, 2018

13 Sep 18
Kim Manuel
No Comments

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.

Print Article