To include columns whether clients returns have been submitted/ accepted to HMRC or Companies House so you can easily reconcile all clients to see if you have many outstanding left in different tax years or months.
Hi Tom, thanks for adding this... the client list is undergoing some changes and you'll soon be able to start customising the view... the ability to add Practice Management statuses regarding job progress will follow in due course
Hi,
This feature is currently available for your tax returns.
If you:
1. Login to elements
2. Select 'View all' on your self assessment widget
3. Select to filter on the required statuses
4. Select the download option at the top right
Hi Tom, thanks for adding this... the client list is undergoing some changes and you'll soon be able to start customising the view... the ability to add Practice Management statuses regarding job progress will follow in due course