Ability to show/hide client bookkeeping connection (Xero)
When the Xero connection is enabled, the Xero/bookkeeping tab is displayed for all clients. Not all clients use Xero so it should be possible to hide this tab per client.
Danny McGrath
almost 2 years ago
in Practice Management
0
Awaiting Prioritization
Preparation of Foreign Company Account and Tax return
This would help in preparing the account and submitting the CT600 for the foreign company registered in the UK using foreign currency such as USD or other foreign currency
Would be helpful when looking at the accounts to be able to click on notes and have the ability to edit wording or figures on the face of the accounts.
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
over 1 year ago
in Tax
1
Awaiting Prioritization
Client Form - Link - Auto Generate Client Data In Elements
It would be good if we could send out a new client form (digital) which the client completes and this auto enters onto the client record, e.g. name, DOB, UTR etc.
Ryan Witter
almost 2 years ago
in Practice Management
2
Awaiting Prioritization
Is there any way you can update the supervisory body with CPAA (Certified Public Accountants Association) www.cpaa.co.uk under the practice details. As I am a member and practice with their licence, I beleive there will be few other accountants wh...
1
Awaiting Prioritization
0
Awaiting Prioritization
