Tax Office 4

Generate a note or a entry in History in TO4 with check number and when a refund check is printed and posted in SMGIL. It shows the date it was posted to tax but it does not show who and when the check was printed.

Please add a line or the ability to make a note on the refund check when printing it out. Right now, the check only states what kind of refund it is (overpay, recalc, etc). It would be helpful if we can add a note that states why the refund happened (for ex. a supp was loaded resulting into a refund).

Add shortcut for coding returned mail by reasons the post office returns mail. Tax Client has it.

We need the capability to print what is still due for quarter accounts. When we reprint a statement for a quarter pay account, the quarter pay schedule needs to print even after they have paid their first quarter or allow the coupons to print.

In the old Tax Office, we were able to print out the quarterly payments for customers that qualified for the benefit. We now have to write it out for the customer.

Currently, when performing a Transfer Payment, the Source and Target fields do not display the owner’s name. Adding the owner’s name to these fields would make it easier for users to quickly identify accounts and reduce potential errors during transfers. This feature would improve usability and provide more clarity when processing payments. Benefit: Quickly verify the correct accounts when transferring payments Reduce mistakes due to confusion over account names Enhance overall user experience

There should be an option to alphabetize the Account List to make it easier to locate a list when a customer comes in to pay. We have over two hundred lists and they are in no discernible order. Making lists should expedite the payment process for customers, not delay it.

can the system not print out different receipts for split tender. Right now it prints out a receipt for the check amount then it prints out one receipt for the cash/charge. just one receipt please tender type listed

The option to EDIT or ADD a COMMENT to a payment AFTER it has been processed and is in the batch (meaning we forgot to put it in the payment screen) so that it will show on each of those accounts where the payment was applied.