Leaderboard

Good... I've got some issues for you. Proforma issues: The 1099G with State refund amount proforma's over the amount; but won't pass efile diagnostics because the zip code doesn't proforma over with it... Time waster have to always go back and enter missing information on 1099G. Another proforma.... Sch A Land Contract or other mortgage interest with no 1098. Proforma this year just proforma's the Name and EIN # ... but missing address-- then again won't pass efile diagonistics until you get the name and address from the prior year return and input it.. It should proforma all information needed to efile... Time wasted.. annoying. Prior Year Comparison Worksheet is wonderful... But it should have a tab for the State Income Tax not just federal. (This would be very helpful especially for us in Michigan... we need to know more than just the amount of the Michigan refund We need to see the breakdown... was some of it from the rent credit...? some from the energy credit? etc.) This one is my largest complaint over the years.... There is no link between the Return Manager and the Efile Manager. There should be an indicator in the return manager that shows "efile complete" or something that indicates the return as been efiled. I am a small business with no time to waste. doing everything myself. The only real way to check and make sure everything that needed to be efiled--- was actually efiled-- is to print out both lists and compare them looking for who's missing on the efile list. This would help to provide better and more timely customer service to the clients if it could be readily seen who's missing from the efile list. I know many people have manual checking systems that work for them... just as I have a system to varify efile; but irregardless... we need this feature! Printing labels: We need to be able to choose a different size of label. I have be able to change it to any other size of label and some of my clients names and / or addresses are too long to fit on the same label. I've learned how to transfer the information to excel, then convert to word and choose a better format or label. But why can't we just choose a different label size in ATX? If they can fix any or all of these this year it would be a great time saver... and would be greatly appreciated!