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SA100 - Notes in box 19 on TR7 - Update to display text including any line breaks s entered in data entry

When entering a note in the Additional Information section for box 19 on page TR7, user had multiple paragraphs separated by line breaks. However, on the pdf Tax Return this formatting is lost and the information appears as one long paragraph whic...
Toseeph Akhtar 1 day ago in Tax 0 Awaiting Prioritization

Separating POAs already made from those still due

Suggestion for enhancement: Change title of grid to “…..made/(due) for 2024-25” Change Amount column header to “Amount paid” Add new column to the right “Amount due” Change roll forward to 31/1/2025 would be in the Amount paid column Upcoming paym...
Toseeph Akhtar 1 day ago in Tax 0 Awaiting Prioritization

Accepted the proposal and or the engagement letter

We need some type of evidence the client has accepted the proposal and or the engagement letter. We can see the accepted status on the dashboard but we do not get an email or an updated proposal that states this has been accepted and signed. Gover...
Guest 2 days ago in Proposal Manager 0

Company Share Register

It would be useful to have a share register, that allows us to complete accurate record keeping in real time for a variety of share transactions.
Nick Lloyd 29 days ago in Company Secretarial 0 Planned

MTD report

Report from client data to identify clients who need to register for MTD
Gareth Thomas about 1 month ago in Client Management / Tax 0 In Discovery

Search client by Submission Status

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.
Owen Sheehan 8 months ago in Client Management / Tax 0 In Discovery

Last Accounts Made Up To On Companies house page

on the companies house tab there should be a last accounts made up to so you know what the last year filed was.
Parkers Accountancy 10 days ago in Practice Management 0 In Discovery

Preview of company accounts too small

The window displaying the company accounts only uses part of the browser window and so only displays about half of each page if you zoom out to display the full page then it's too small to read.
Daniel Grenham over 1 year ago in Accounts 10 Awaiting Prioritization

Practice roles for people who do not have a license

We have engagement partners within the firm who do not prepare tax returns and so do not require a license for the software. I would like to have the ability to assign clients to the relevant engagement partner, however you can only assign clients...
Guest 21 days ago in Client Management / Tax 0

Accounts in the dashboard

You can see a nice pie chart of tax returns and completion status, why would you not also have this for accounts status?
Wayne Glenton over 1 year ago in Accounts Production Professional 5 Awaiting Prioritization