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SUBMIT IDEA

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Companies House Personal Code

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.
JAYNE PERRY 27 days ago in Accounts / AML / Client Management 1 Planned

Appearance of names of directors

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
Stephen Stone 28 days ago in Accounts Production Enterprise / Accounts Production Professional 0 Awaiting Prioritization

MTD report

Report from client data to identify clients who need to register for MTD
Gareth Thomas 5 months ago in Client Management / Tax 1 In Discovery

Accounts fonts

Include a facility to change /capitalise the fonts in the final accounts
Stephen Stone 28 days ago in Accounts 0 Awaiting Prioritization

Separating POAs already made from those still due

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 4 months ago in Tax 0 Awaiting Prioritization

Search client by Submission Status

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.
Owen Sheehan 12 months ago in Client Management / Tax 1 In Discovery

Preview of company accounts too small

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

Accounts in the dashboard

You can see a nice pie chart of tax returns and completion status, why would you not also have this for accounts status?
Wayne Glenton almost 2 years ago in Accounts Production Professional 5 Awaiting Prioritization

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.
Guest about 1 year ago in Accounts / Practice Management / Tax 0 In Discovery

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.
Guest over 2 years ago in Accounts / Client Management / Tax 12 In Discovery