401 results found
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Automatically define cost of sales, distribution costs and admin expenses on the detailed P&L
The process of tagging the detailed P&L is already quite time consuming despite the DPL tagging automation being in place but the software should at least be able to automatically define the expense type areas rather than it being a manual process.
6 votes -
Company Authentication code
Company Authentication code - Is there any way you guys can include a new field in database where we can enter company authentication code so it makes easy for all of us while entering master data all the information is there.
8 votes -
By enabling users to be able to sign off more than once document at a time
It would be incredible helpful to be able sign off/review more than one document at a time. The signing off of documents individually is one of the most time consuming aspects of reviewing a file on CCH working papers.
24 votes -
Be able to check in all checked out documents
The ability to check in all documents you have had checked out during the day would be fantastic.
This would add so much ease rather than having to go back through and remember which were checked out throughout the day which can be extremely time consuming.
12 votes -
Why is there no APP for updating time records for remote workers
Why is there no APP for updating time records for remote workers?
A major selling point of CCH was its Time Recording system, if I have to go back to a spreadsheet when I am travelling the world, it kind of defeats the benefit
14 votes -
Working papers - Functionality of moving/preparing working papers
It would be helpful if the working papers module allowed you to drag and drop working papers rather than having to use the 'move up/down' buttons. It would also be useful if we could highlight multiple papers at once and move in bulk. Additionally, if the software allowed us to mark several working papers as 'prepared' in one go, this would save a lot of time. Many thanks
40 votes -
Improve the range of CT Reporting fields
HMRC do not provide the full UTR number in their confirmation emails anymore so we need a report for us to map which companies CT returns have been submitted and the date they have been accepted.
Add Reporting fields to assist: "Status last changed date" and "Status last changed by"
24 votes -
Compare actual expense details to TAPAs and be able to report on this
It would be really helpful if we could keep actual expense details on self employments or property for both us and our clients to compare to the TAPAs claim, especially as it is quite common fo clients to remember additional expenses after sending their initial information to us.
11 votesHi Clare
If we built in some business rules you could probably do that in Accounts Production but that seems a bit overkill for what is likely to be a very simple case.
Are you likely to be providing this type of client with a P&L? Or is it just a matter of putting figures into the tax return only?
Kind regards,
Dean
Dean Shepherd
Senior Product Manager
Wolters Kluwer -
Ability to make old templates inactive
Allow old templates for Working Papers to be made inactive, so they are not on the list for selection when using working paper designer.
12 votes -
Please can we have 64-8 produced from the software, so we can send to client for authorisation.
Is there any way the 64-8 can be produced from the existing database, will save lot of our time to do it manually, can send a copy to client for authorisation.
19 votes -
Include an extra column in the PAR routine to show the % difference with the preliminary TB as well as the final TB
Include an extra column in the PAR routine to show the % difference with the preliminary TB as well as the final TB.
As the comments made at planning stage will not be upto date as updates are made to the final TB figures
3 votes -
Selecting from a list of tags
If a block of information - say a related party note which has a mixture of text and figures - contains multiple tags, it is very difficult to select a particular tag to edit or delete.
Review & Tag just presents a list of tags without any indication which is which - there should be a highlight to indicate which tag has been selected9 votesHi Chris
Another good suggestion.
Let’s see how big a pain point this is for everyone.
Kind regards,
Dean
Dean Shepherd ATT CTA
Senior Product Manager (Compliance) -
Better reporting of tags used in document
The used tags report which exports to CSV is a long and wide report which is difficult to read or view - could we have something more compact and easier to print?
9 votesHi Chris
Good suggestion.
I’ll leave this one open and see what kind of support this gets.
Kind regards,
Dean
Dean Shepherd ATT CTA
Senior Product Manager (Compliance) -
Direct filing to Companies House for Charity Accounts
I have had confirmation from Companies House iXBRL department that electronic filing of Incorporated Charity accounts is now possible. We have a high proportion of Charity clients and would like to take advantage of this.
When will this functionality be added to Review and Tag?
3 votesHi Colin
Thanks for getting in touch.
I believe we already have the ability to fully tag an incorporated charity using the correct taxonomy so I am not sure why we would not be able to electronically file the accounts.
I will do some investigations and get back to you.
Kind regards,
Dean
Dean Shepherd ATT CTA
Senior Product Manager (Compliance) -
Easier deletion of multiple tags
It would be good when an area of text has a number of tags to delete or edit a number of tags, rather than one at a time
This is particularly useful when a document is tagged from a template
6 votes -
Permit additional file types to be used as document templates
CCH does not currently suport macro enabled excel templates to be stored within DM. Please extend the system to allow these,
32 votes -
Workflow Tasks
When a notification email is sent from a worflow, could the email be populated with the client ID as well s the task id
74 votes -
At-a-glance comparative to prior year's Tax Return
It would be massively useful to all practices to have a simple report/document that compares the Tax Return data to the last year so you can have an at-a-glance comparative. This will allow an effective review once the Return is completed, as well as helping to complete the preparation.
We currently keep track of all of the above on a paper template and I had hoped to use Return Review as a digital alternative, however I do not believe it is as useful as we hoped.
Return Review does what we need in part, but much of what is produced…
46 votes -
Allow WPs to be used in the Personal Tax module
Proper ordered management of all the various documents supplied by clients would greatly help the review stage of a Tax Return - especially for those staff who had not prepared the Return. Tailored sections (to suit each firm/practice) for keeping standard WP files for all clients would make life much easier - as with CCH Audit Automation (ProAudit) and CCH Working Papers Management for Accounts Production. Thanks!
7 votesHi Gary
We have a very exciting project in the early stages of development right now that we think will revolutionise the collation of documents for personal tax.
Within that functionality will be concise document management to simplify the review process.
Watch this space!
Dean Shepherd ATT CTA
Senior Product Manager
Wolters Kluwer -
pdf individual documents
It would be great to have a PDF button (like the one in the bills screen) where you can select an document press PDF and it converts to a PDF for you. the current process is to save as to a location and upload back to the document centre
28 votes
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