Shink fonts, remove chunky buttons, remove banners with large areas of empty space
Shink fonts, remove chunky buttons, remove banners with large areas of empty space. It is all too hard to digest at the moment. TaxFiler had perfected it.
Chris Burgess
12 months ago
in Other
1
In Discovery
I want to show the long term debtor separately on the face of the balance sheet. I have entered the figure correctly in the TB section, but it is being pulled through and grouped within net current assets.
Nick Lloyd
over 1 year ago
in Accounts
0
Awaiting Prioritization
Currently unable to switch between a non-client and client status, and unable to mark clients as dissolved, former client etc. Not sure why this was ever removed but support confirmed it wasn't currently available?
Kelly Scutt
about 1 year ago
in Editing Clients
2
In Discovery
Rather than exporting and adding info in 3rd party pdf editor, if amended accounts could automatically contain the appropriate items to show companies house these are amended accounts.
Guest
over 1 year ago
in Accounts
0
Awaiting Prioritization
Be able to download time stamped accepted proposal and engagement letter
For insurance and KYC reasons, when a client accepts a proposal the system should ask for the name of the person signing and then it should create a time stamped version of the proposal and engagement letter. When I have tax investigation cases th...
Guest
about 2 months ago
in Proposal Manager
0
Awaiting Prioritization
Show accountant name and address on company details in accounts.
Company details should be showing company name (it's appearing in current version),
Directors name ( It's appearing in current version) registered address (it's appearing in current version) and accountant's name & address ( it's not appearin...
Keep Sole Trader Accounts and Tax return in the same section, like accounts and corporation tax for limited companies
It is better to keep the sole trader accounts in the same section as the individual tax return similar to classic taxfiler. This way you do not need to create a whole new relationship.
When notification comes in that client has signed a document-click the notification to go straight to the client
You have to confirm you have read the notification to clear it, but if it goes straight to the client you can then file the return. Just speeds the process up.
Tara Hotston
almost 2 years ago
in Practice Management
1
Awaiting Prioritization
0
Awaiting Prioritization
0
Awaiting Prioritization
0
Duplicate
