Additional tab for results of tax returns
Not sure if it exists or not, but it would be great to be able to log into a client's tax return tab and see the payable / refund results next to the year of the return instead of having to log into them one by one. I've created a very rough view of what I mean with the additional column on the right (client's name has been changed for security reasons)
Marina Skaftouros
shared this idea
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Beth Clarke
commented
It would significantly improve efficiency if the Tax Returns tab in the client record displayed the payable or refundable amount alongside the existing details (such as return type, year, and status).
Currently, users need to open each individual return to check whether a client has a payable or refundable amount. This is time-consuming, especially when reviewing multiple returns across the client base. Including this information at a glance would streamline workflows, assist in faster client queries, and improve visibility for the team.
It would also be useful for this information to appear in the ‘All Returns’ view, allowing for better management and tracking across the practice.