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Status Awaiting Prioritization
Categories Tax
Created by Alan Webb
Created on Feb 16, 2024

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 within the return. This does not appear to exist (or sadly have carried over in Data Migration) but would be a welcome addition.

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  • Jamie Tipling
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    Sep 10, 2024

    Agreed. Notes tab perhaps in the status section of the Personal/Pship & Company tax returns modules