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Suggestion Box: First 850 out of 1300 plus suggestions

13 Apr 18
Kim Manuel

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The following PDF is an update on your suggestions (not all 850 have responses yet).

  • Don’t see your suggestion…don’t worry…suggestions will be added to the list as we pull them.
  • Don’t see a response next to your suggestion…we are reviewing each suggestion and will provide a response.

We tweaked the format a little to allow us to sort by Federal and State.

An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)

What’s Trending:

  • Add a warning for returns with $0.00 AGI to let the preparer know it will get IRS rejected
  • Carryforward the Simplified General Rule Worksheet
  • Display Federal AGI
  • Show state status on the client list

 

Click here to view PDF

The link will launch a Brainshark video with instructions on how to view the file.

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