12 results found
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update address on tax return automatically
Update the main address on the Tax Return automatically or prompt to ask if you wish to change it to the most up to date address. This will avoid clients being grumpy that the address is wrong even though they've told us they've moved!
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Product Development
Wolters Kluwer UK TAA
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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 -
Foreign Tax Credit Relief
It would be useful for the software to restrict the foreign tax entered down to the treaty rate. At present there is no restriction applied by the software so you have to manually restrict in order to get the correct result.
26 votes -
Property expenses
It would be useful to be able to enter expenses for a property for comparative purposes and then be able to choose between the actual expenses and the £1k property income allowance.
Additionally, it is not possible to enter unused finance costs brought forward into the software when you are claiming the property allowance. Where we are claiming the property allowance and carrying forward unused finance costs, we therefore have to make a manual note of the amounts to carry forward. We should be able to record this in the relevant box to carry forward to the next tax year.
13 votes -
Pension Annual Allowance Calculator as a tracking tool
Although CCH PT will calculate the AA taper via the pensions tax charge entry, if an entry is made the Ai pages are generated with nothing on them. Often we wish to just track the AA and there is no charge to report.
Can a fully functional AA calculator be introduced? We used Digita before CCH and they had a great tool that would work out the AA/taper/charges, etc.
Also assisted with planning without having to keep separate records.21 votes -
Reporting from Online Filing
It would be useful to be able to report from the Online Filing section of CCH Personal tax. We would be looking to report examples such as IRMarks, whether the return is an original, amendment 1, amendment 2 etc.
23 votes -
Personal Tax Review Tool
The review tool is great for keeping review points within the system and reducing time spent, it would however be good to see the following:
-Audit of who has added notes on the PDF report
-A place to add general notes not necessarily associated to a source of income
-HICBC - this doesn't seem to be picked up as missing when in the prior year?This would enhance the product a great deal, Thanks
9 votes -
Foreign tax credit re partnerships
Partnerships - Foreign Tax on Foreign Dividends - the income pulls onto the individual partners returns but the FTC does not, it then has to be added manually to the individuals return. This really should be pulling through
2 votes -
Have a simple button to file the submission report for the personal tax return into the document centre
It is a bit long winded to end up with a copy of the DTA or the submission report in DM when using personal tax. There is the option when either are open to create a PDF, open in word, print etc and it would be great if there was another option to file in the document centre. At the moment you have to go through several steps to get a copy into DM which seems not necessary as you are in CCH when you open it.
32 votes -
Holdover Relief
Increase the available space in the fields to enter information for items 5 and 6 on 2nd page of the form. We can currently only include 60 characters in each field, which is not enough and there is plenty of room on the form itself for more.
6 votes -
Warning to restrict Foreign Tax deducted to Double Taxation Treaty amount
I understand that it is not possible for you to restrict foreign tax according to the Double Taxation Treaties. However, a warning to remind us to check if a restriction is necessary would be helpful.
5 votes -
Partnership/LLP/Trust reporting
The ability to run reports against partnerships/LLP's is severely restricted as the content to report on is just not available.
If there is an entry that can be made on a Tax Return (or anywhere in Central!) then there is a database netry and we should be able to report on it. This is just not the case and has not been for a number of years.9 votes
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