We need to be able to search for clients that have not had a self-assessment prepared for the current tax year. This is to enable and stop any client returns being missed/delayed.
Craig Thornton
May 28, 2025
Summary View, then clicking on Open shows the list of all clients who need returns. If you wish you can also search within this list for any client by name
Summary View, then clicking on Open shows the list of all clients who need returns. If you wish you can also search within this list for any client by name