Settings and activity
2 results found
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38 votes
Hey team, we appreciate the feedback we've received and the support this idea has.
Your idea is definitely on our product teams radar. Although there are no immediate plans to share right now, we will be sure to update you of any change that'd help, here. Thanks
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Mya Stafford
supported this idea
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80 votes
Hi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.
However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.
I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!
Mya Stafford
supported this idea
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This would be a super helpful tool and would save so much time checking client lists and manuall creating every single return if they would just roll over from the previous year.