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Sherry Schwenderlauf

  • Total activity 20
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Activity overview

Latest activity by Sherry Schwenderlauf
  • Sherry Schwenderlauf created a post,

    Signer Delegation

    1. Community
    2. Feature Requests

    I just tested Signer Delegation, and it defaults to ON when processing a return.  I would like to put in an Enhancement Request to see if SafeSend can switch it to defaulting to OFF in the future. ...

    • 1 follower
    • 0 comments
    • 0 votes
  • Sherry Schwenderlauf created a post,

    Feedback on Signer Delegation

    1. Community
    2. General Discussion

    Signer Delegation We are thinking about enabling this feature for entities and would like some feedback from other users who have this option turned on.  For example, the delegate only has access t...

    • 1 follower
    • 0 comments
    • 0 votes
  • Sherry Schwenderlauf created a post,

    Client Tracking: Return Type verbiage

    1. Community
    2. Feature Requests

    Currently, in Client Tracking, all returns that are not a 1040 return type will display partnership.It would be nice if, for example, a 990 return type could display as Exempt Organization, etc. Fo...

    • 1 follower
    • 0 comments
    • 2 votes
  • Sherry Schwenderlauf created a post,

    is 990 Processing for 2023 Tax Year available?

    1. Community
    2. General Discussion

    The only info I can find in the Hep Center is "Forms for the 2023 tax year will be forthcoming."

    • 1 follower
    • 0 comments
    • 0 votes
  • Sherry Schwenderlauf created a post,

    Signer Delegation for 990s?

    1. Community
    2. General Discussion

    Is signer delegation available for 990 type returns?

    • 1 follower
    • 0 comments
    • 0 votes