Under the new companies house legislation from 18th November all directors and PSC will require a personal code from companies house to file CS01's. we need a box to store this information so we can add it to the returns.
We need to be able to search for clients that have not had a self-assessment prepared for the current tax year. This is to enable and stop any client returns being missed/delayed.
Suggestion for enhancement: Change title of grid to “…..made/(due) for 2024-25” Change Amount column header to “Amount paid” Add new column to the right “Amount due” Change roll forward to 31/1/2025 would be in the Amount paid column Upcoming paym...
Toseeph Akhtar
5 months ago
in Tax
0
Awaiting Prioritization
The window displaying the company accounts only uses part of the browser window and so only displays about half of each page if you zoom out to display the full page then it's too small to read.
Daniel Grenham
almost 2 years ago
in Accounts
10
Awaiting Prioritization
Directors names default to the full name and title. PTP accounts production gave options of how the names should appear, .e.g. with or without tile/full names or initials
Switch quickly to Accounts Production or Tax Returns from the client jobs/tasks screen and vice versa
As it was in Taxfiler, you could easily update jobs/tasks from within Accounts and Tax Return but it seems in Elements that you need to leave certain modules entirely and can't quickly move around the solution.
To be able to see all the recently worked on accounts and tax returns from the dashboard regardless (Same as Classic Taxfiler)
Cannot view all the recently worked out accounts/ tax returns in one view/ place - we have to manually go into each client/ select the spefici tax years.
0
Awaiting Prioritization
0
In Discovery
