Tax Return Type field
A
Amy Iannone
We would love the ability to add a tax return type (1040, 1065, 1120S, 1120, 1040X, 1065X, 1120SX, 1120X) so that we can see on the dashboard what type of return it is for. Additionally, to be able to add the amended returns when we've already filed the original, as right now it's only tax return per tax year. Our workaround right now is to put this information in the name so that we can search but another sort field would be better.
E
Erin Vukelich
Same here, we use a custom property for this but having the field already created as a dropdown or something would be nice.
K
Kirstin Reeder
We use properties for this