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.
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.
Skip the process of downloading the IXBRL set of accounts to then go back to the corporation tax schedule and manually attach the IXBRL but instead for Elements to do this automatically and refresh each time a new IXBRL is available.
NiNo's & UTRs should be on the first page when adding a new client
NiNo's & UTRs should be on the first page when adding a new client rather than having to create the client and then go back through the tabs to then re add these pieces of info which are required for most individuals.
Parkers Accountancy
over 1 year ago
in Creating Clients
1
Released
