Add tax return discrepancies/errors widget to new homepage
On the old dashboard, it was very easy to quickly see if any tax returns had discrepancies or errors with the Tax Alerts function.
This made it easy to identify and resolve issues early. With the new homepage, that visibility is reduced, and these issues are more likely to be picked up later.
It would be really helpful to have this Tax Alerts functionality brought back as a widget or alert on the homepage, highlighting:
- Tax returns with errors
- Returns that differ
I think this would align well with the new homepage's focus on surfacing key actions and insights, especially for those managing multiple clients.
Hannah Pevats
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