We would benefit for the status of the tax return to be shown when you download the client list. Everyone would benefit from that.
Hi,This is is possible.
After logging into elements choose 'view all' on the self assessment widget, this will bring up a client list with tax return statuses shown, from here you can choose to download it as either a PDF or CSV using the options at the top right.
Hi,
This is is possible.
After logging into elements choose 'view all' on the self assessment widget, this will bring up a client list with tax return statuses shown, from here you can choose to download it as either a PDF or CSV using the options at the top right.