There is still quite a need for batch actions in TaxCycle. For example, right now I finally managed to carry forward all my CCH Taxprep files from 2013. Now I find out that about half of the files have missing information in the Preparer section in the Engagement tab. This is because I added that information halfway through carrying files forward. I understand that. But, why couldn’t we have an option to force the Preparer section to pull the defaults from the options? I can’t even see which files are correct and which aren’t without manually opening each one.
A second issue here is that I would like to batch email my preseason letters to all those clients with emails, and print the ones that don’t have email.
So, in brief, my suggestions are as follows:
-Allow the tax returns to pull from the default options so that changes to the preparer in the options automatically updates to all files. Maybe this can be done by recalculating files from Client Manager, similar to how CCH Taxprep works.
Allow batch emails to be sent.
Allow batch uploads to e-courier