XPH - Add field for Trustees IRD number in Trusts Additional Contact
Client Information - Trusts - Additional Contacts - as we now have to have all Trustees IRD numbers for Trust tax returns, would it be possible to please add a line for Trustees IRD numbers in addtional conatcts?
2
votes
Lynette Gray
shared this idea
Hey Lynette 🙂
Thanks for sharing this idea — I can see why having a field for Trustees’ IRD numbers under Additional Contacts would be helpful when preparing trust tax returns, especially now that all trustees’ IRD numbers are required.
We’re moving this idea to Gaining Support so we can better understand how many practices would benefit from this and the different workflows involved.
Now all that's needed is to share the Idea with your colleagues and friends so they can Vote and Comment!
