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SUBMIT IDEA

Tax

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Job Notes Tab in tax return

Taxfiler has/had a Job Notes tab for each year that was useful for recording details extracted from HMRC API (against later changes/updates by HMRC systems) and notes of discussions relevant to the year with the client and views taken on an aspect...
Alan Webb 10 months ago in Tax 1 Awaiting Prioritization

Document Tab in each Account and Tax Return

Currently the Documents can be uploaded to Business or Personal client's Dashboard. We need doucment tab for each year account and tax return to upload and store document related to that accounts or tax return preparation.
Aziz over 1 year ago in Accounts Production Essentials / Tax 1 Planned

Status of tax return on client list

We would benefit for the status of the tax return to be shown when you download the client list. Everyone would benefit from that.
Geraldine Helen Millward 8 months ago in Client Management / Tax 0

Personal tax comp

The ability to run a comparative personal tax computation.
Adam Owens almost 2 years ago in Tax 1 Awaiting Prioritization