Not a biggie but it would be nice to have a one click option to decline the PAD.
AGREED. Not covered by my insurance!
Under Transmission | Workflow, uncheck the “Can Transmit” box next to the Pre authorized Debit transmission type.
You’ll still see this review message:
T183: The client’s return has a balance due. Does the client want you to send a [Pre-Authorized Debit (PAD) authorization] to the CRA to pay this balance?
… but you can disable it.
There’s also a quickfix on the review message to decline PAD for individual clients.
Is more flexibility required?
I must have missed the quick fix. That is all I need.
I realized this had been brought up before. Duh on me. However I don’t think it is working like before. Can you double check?
In the latest build, it is a warning, so it can be both signed off and disabled.
Or have I misunderstood the question?
Double duh. Somehow that had become unchecked for me.