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SUBMIT IDEA

Creating Clients

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To pull down Directors details after creating a Limited Company

Once a Limited Company is created and you do not pull down Directors' details at the point of creation it would be good to be able to pull down a Director post creation.
Guest 8 months ago in Client Management / Creating Clients 0 Awaiting Prioritization

Business description available when creating a new sole trader client

Business description is a mandatory field for tax returns so when creating a new client as this is not on the first page this is often missed and you are then unable to submit the tax return without then going onto another page to add this data.
Parkers Accountancy 11 months ago in Creating Clients 0 Awaiting Prioritization