Settings and activity
2 results found
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2 votes
Hi everyone, thanks for sharing your feedback here. We understand the value of being able to manage return statuses and payment information from the main Tax Manager view.
For practices working through many returns at once, bulk status updates could make it easier to keep the list up to date, while showing outstanding balances could give you a quick reference when following up with clients.
I’ve updated the status to Gaining Support so we can continue tracking interest. If you’d find this useful, add your vote and share how you currently manage these tasks.
Kendra Lymn
shared this idea
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127 votes
Hi everyone, thanks for showing your interest here. We've been looking into your requests around Document packs, however want to be upfront that right now, editing sent packs is not on the immediate roadmap.
We appreciate you providing more details on the exact scenarios where being able to edit a sent pack would be most helpful. It provides a good picture of the specific problems you're facing, which will help us explore various solutions in the future.
We'll be sure to keep you updated on any progress.
An error occurred while saving the comment An error occurred while saving the comment Kendra Lymn
commented
Please this a must. I agree with all the comments; this was posted 3 years ago and nothing has changed...
Kendra Lymn
supported this idea
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Hi Kelly, The main reason for me is the ability to change the email address/contact of sent pack. Sometimes the client is having trouble with email address and have requested to send to another one.