It would be nice to be able to easily maintain and track the tax preparer and the contact information when preparing period tax calculations. Having the tax preparer and information, the user could easily reference to the contact information for the specified tax calculation period. Not having this option, the user may take a few extra minutes to identify the tax preparer and the contact information. Information maybe track in an alternative system.

Category: Tax
Under Review
Ideas Administrator

Thank you for your feedback.

This is a great suggestion! We will consider this in our roadmap.


PM, Eric Wang