385 results found
-
Working Notes (like in Personal Tax)
Could we have a "Working Notes" Area like we do in Personal Tax for users to enter notes alongside the data entry - file notes only, not to appear on the comp.
36 votes -
Review Function
I can see this has been raised a couple of times by others but subsequently declined however, it would be useful from a reviewer perspective to be able to mark individual lines within a schedule as reviewed, in the same way as you can mark individual lines as complete, as opposed to having to lock the whole schedule.
I can see that a previous response from WK has been that the assumption is that full data has been entered and so marking the whole schedule as complete is sufficient. However, I would argue that it is not sufficient as although…
18 votes -
Update Client Allocations via Export and Import of a spreadsheet.
Every year, we need to update our client allocations (for promotions, loss of staff, general reshuffle).
It would be helpful if we could export our current client allocation to excel, make the tweaks, then import it back.
It needs to go to excel to give an overview of each individuals' allocation. I imagine it would be an easy fix as the 'Partnership Statement Import/Export' function could be copied.3 votes -
Validating Tax Returns only once attachments have been added
When preparing a return for submission, the 'auto-refresh' feature of validation should be disabled or made optional. As it stands, validation occurs every time an attachment is added. A better approach would be to have a button that initiates validation only upon completion, which could save considerable time.
3 votes -
Proof of tax picks up add backs
In CT the proof of tax picks up add backs form elsewhere in the program
1 vote -
Page breaks to move notes onto a new page without having to make a format local
Particularly in charity accounts, often notes will span two pages and this can be unhelpful when comparing one year with another when the comparative details are on the next page. Sometimes this can then lead to the next note also being split over two pages.
In this situation, the solution is to make the note local and add a page break at the top of the page. This, however, makes the page a local format which then does not benefit from master pack updates until it is reverted to master.
It would be great to have an option to right…
3 votes -
Maintain specific audit paragraphs on roll forward/masterpack upgrade
We maintain a large portfolio where not every company has the same auditor. As such, the paragraphs within the audit report differ from the standard audit paragraphs within CCH. We have created specific paragraphs for use depending on who the auditor is of that company which we select from the drop down in the stat database. The issue we have is that when we do a master pack change/roll-forward, these paragraphs revert back to the CCH default paragraphs and we have to go back through and re-select our paragraphs from the drop down again.
We would propose that on master…
1 vote -
Choice of delivery option in initial setup of client or contact
In the default tab of existing client there is a delivery option for invoices and statements to be sent by email or post with the default being post.
On initial setup of a client in step 7 of 8 there is no option to choose the default delivery meaning all clients get set to post it would be better if the option was available as this turns out to be a costly exercise until someone goes into clients separately to alter the default
13 votes -
CT600 Signatory Box Linked to Contact/Client
Would it be possible to please link the CT600 signatory box to a contact/client record rather than it being a text box and requiring manual input? The reason being is simple, typos made by junior staff.
In accounts the directors must be set up as a contact/client so surely we can do the same for CT600.
If this is not possible for the on premises software can it certainly be considered for cloud, iFirm please?
2 votes -
Functionality: Allow "ID expiry", which are currently accessed via the main tab, to become searchable fields AND mailmerge fields
Can you allow the 2 ID expiry fields, which are currently accessed via the main tab, to be both searchable fields and mailmerge fields
1 vote -
Bulk update tax return status
There is no way to bulk update the tax return status bar. As there are some reports which only pick up tax returns with a certain status showing in the status bar, it would be useful to be able to bulk update this.
8 votes -
Allow documents to be created from the global document centre onto clients
Allow documents to be created via "create" button from the global document centre onto clients/into client library rather than requiring you to go into the client first, navigate to the client document centre tab first - if nothing else being able to open a identical screen that doesn't let you add something to the client library is a bit confusing.
3 votes -
Billing explanation
It would be useful to be able to enter a billing explanation during the billing wizard rather than having to exit and edit the bill amounts again to access the feature.
3 votes -
Add Company Name and Code to list of Word Merge Fields
Would be useful to have the Company Name and Code available in the list of merge fields when creating a Word template. We have several companies setup in Central which need different wording in the footers and we can only determine the company via the Office Code at the moment.
1 vote -
Consolidation functionality for charity accounts
Please expand the existing consolidation functionality in Accounts Production so it can also be used for charities. This would be beneficial to our clients.
5 votes -
ESG Reporting
As consumers are becoming more aware of CSR. Organisations that show how they are reporting on their business activities and their impact on society and the environment is becoming increasingly important. Would it be useful for Wolters Kluwer to provide a comprehensive tool that provides expert guidance to companies to help meet regulatory requirements to support sustainability efforts and manage ESG risks efficiently.
1 vote -
AI in tax preparation.
I would like AI to speed up the entire tax preparation process, to help save time and reduce the likelihood of errors.
1 vote -
CCH Tax Modules that automatically spot opportunity for tax advice based off user data
Would you value an add on to CCH tax modules that automatically spots opportunities for you to advise your clients on where they can make savings on tax. This would allow you and your firm to either begin to offer tax planning and advisory, or streamline and simply our current tax planning/advisory offering.
1 voteUnder review as we investigate the opportunity and user cases for application
-
Integrate CCH Central/CCH iFirm into Office 365 so we can sync to Sharepoint
Would you like Wolters Kluwer to look at integrating CCH Central and/or CCH iFirm into Microsoft 365 so you can send documents directly to OneDrive and use that as a preferred document storage solution
1 vote -
link emails sent internally
If someone@accountant.co.uk sends an email to another@accountant.co.uk DM does not show "another" that "someone" has already filed the sent email. If both "someone" and "another" had received the same email they would get a warning when the second person tried to file it. Would be useful for managers (for example) to be able to know that the sent email had been filed without duplicating it as a received email.
1 vote
- Don't see your idea?