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Status Awaiting Prioritization
Categories Practice Management
Created by Guest
Created on Aug 8, 2025

Remove Inactive clients from Outstanding VAT Return List

Do not show inactive clients in list of outstanding or upcoming returns - Once they are inactive they should not appear on this list

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  • Admin
    Rob Millen
    Aug 8, 2025

    Hi Des, thanks for flagging this - our intention here was to play safe and include inactive clients in this list - this means the jobs need to be cleared as well but we felt this was safer than not including them and running the risk of jobs being missed inadvertently, especially where the status of "Inactive" is open to interpretation. Happy to be proved wrong so i'll leave this here for others to vote and add comments.