Tax manager - Split signing by client and by partner into separate steps
We had this issue with the original XPM where the signing by the client and signing by the partner are in the same "to sign" step. There should be a step for "out to sign" with the client so returns aren't accidentally lodged that haven't received the client's signature.
4
votes
Bradley Taylor
shared this idea
Thanks for sharing how having separate signing steps for the client and partner in Tax Manager.
We understand how being able to send the return out to sign for the client first, followed by a separate partner signing step, could provide greater clarity and control before the return is lodged.
Though we don't have specific work planned for this yet, we’ll continue to monitor the feedback and support for this request.
