Would it be possible to change the workflow or allow it to be customized for a particular office?
For example, in my office, I do not need a second level review as I am a sole practitioner. The second level could be optional. Also, my insurance company has refused to permit me to transmit a PAD. Even though I’ve marked that the client is not interested, the workflow insists that this step be performed.
Another example, the workflow given shows Quebec Returns must be transmitted before the Federal Return. In my case, I have learned to transmit the Federal first, then the Quebec.
Final example, I have a multiple jurisdiction return involving the Province of Quebec. The description for the printed Federal return is “Paper Filing”. I would prefer a different title (Federal Paper Filing)