Settings and activity
11 results found
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46 votes
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Jan Towers
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An error occurred while saving the comment Jan Towers
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Would also be useful to have the Return Filed Date showing in the transfers list.
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42 votes
An error occurred while saving the comment Jan Towers
commented
Need to be able to export the data or run a Report on the data for the Tax/Statements/Transfers tab screen.
OR, add the ability to filter in the screen for the Return State column so that it is possible to view only Filed state and higher.Jan Towers
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1 voteJan Towers
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33 votes
Our team is looking into this idea, however, they don't have any dates planned on when they’ll develop a notification to let you know whether a tax letter has failed to send. We understand that this feature is important so that you can be certain your clients have received their tax payment reminder letters.
We are monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status, and if there's any movement, we'll make sure to come back and update you here.
Jan Towers
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31 votesJan Towers
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2 votesJan Towers
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94 votesJan Towers
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16 votesJan Towers
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32 votesJan Towers
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1 voteJan Towers
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26 votesJan Towers
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Needs to also have a filter in the Return State column to more easily display the Assessed ones without having to skip through the pages.