Select contents to be included in accounts or excluded
When using the accounts production there should be an option to select the contents to be included or excluded from the accounts e.g to include an accountants report or not.
Ability to see the number of Tax Returns completed and outstanding
It would be really useful to be able to see at a glance the total number of tax returns completed and outstanding (or at all different stages) for a particular tax year.
Jenny Strudwick
over 2 years ago
in Tax
3
Released
At present a user who is a manager or senior can view clients of the administrator even if they are not allowed to access it. It would be useful for the administrator to restrict other users in relation to what clients they can see. (This was an i...
Notification to client that signature has been successful on documents
Feedback from my clients when signing a tax return sent via documents they type in their name and then it disappears. They want a prompt on screen to show it has been successfully signed and I have been notified.
Sometimes more than one director requests to sign the accounts. It would be very useful if you could add more than one directors approval to the accounts, rather than a default one director
Foe Elements Tax & Accounts it would be beneficial if there was a way to request signatures on accounts and tax returns. I know that this can be done in higher spec versions but would be really useful to have as an add on.
It would be great to customise the client view so that I could see who all my contacts are for every client. Having this view would help me ensure that for all my contacts I have all the information I need or identify gaps in my records to ensure ...
