124 results found
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Enable Excel Templates to have look up Data Lists
This isn't an idea, it's a bug that needs fixing. When you have an excel template with a Data List which uses a look up to give people options, it works fine when you add it to the Maintenance section and when you edit it within the "Add Template" screen. However, as soon as it is added as a template to a Client Document folder all of the data lists disappear, even though the Lookups are still there.
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Last WIP added at assignment level
In smart reports you can run a report that shows the last time WIP was added to a client and the last Fee date, can we get this at assingment level, we use this to do checks that clients to be closed haven't been missed, but would like to do it as an exercise to tidy up the assignments as well
3 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Bulk Update Assignment Office and Department
We can bulk udpate the office and department at a client level, would be useful to do this on the assignments tab as well instead of having to do it manually
3 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Central to support mulitple Outlook Profiles
Can you get Central to support multiply Outlook profiles. Whereby when using the bulk email mail merge you can select a different email.
For example, when bulk emailing emails we would prefer to use our main email account and not an individual users one.
Many thanks
3 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Remove 1 year default display date on WIP enquiry screen
The newly introduced default display of only 1 year's worth of WIP on the Client Assignment Enquiry screen gives a false impression of the total WIP for the client. This is cumbersome and can lead to losses as it is no longer possible to quickly assess the client's WIP without manually changing the display default in each instance.
3 votesYour submission is now under review
Thank you for submitting your idea! We wanted to let you know that it is currently under review by our team.
We appreciate your input and will keep you updated as we make progress.
Best regards
Product Development
Wolters Kluwer UK TAA
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Update Info Request template for UK and Foreign Property so the gross income is displayed instead of the net income.
The SAR Information Request template includes a section for UK and Foreign Property. The prior year figures include a merge field for property amount being net property income. We would like to show the gross property income.
3 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Pull client status or assignment status through to job management
Job management should have "assignment status" as a column and/or the client status pulled from the default tab i.e. "on hold" etc
2 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Ability to tick and move a step along in bulk for several workflows together from homepage - at the moment we have to move them along
We should be able to tick several workflows on a homepage and move the step along in bulk. This saves time rather than doing them one by one, especially like the homepage of personal tax workflow and update steps like "request info", received info" etc. This will help speed things up. Even bulk "submit to HMRC" from Workflow.
3 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Adding Note Section to Workflow
It would be extremely helpful, especially with MTD workflows that a note section is available. This was always available via the legacy assignment jobs and so useful to have
6 votesThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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More obvious indicator of clients that are on hold.
We need a more obvious indicator of clients that are on hold due to debt. Please can the assignment status show on job management?
Please can you also make the "Account Status" field visible in the Find Contacts search screen as well as Find Clients.
And maybe even make the whole account show in red?2 votesThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Additional fields on Information Request
Could we have fields to request details of the Winter Fuel Payment received and to ask for further details for reporting on close company dividends, in line with the entries which will be required for both on the 2026 tax return
1 voteThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Audit Trail for Document Security
Ref : CCH Case 08929091
We recently had a situation where all our document security access was removed for all staff and they were unable to access anything in the document center for all clients.
I uploaded a copy of our database to CCH support so that it could be investigated, but was told that currently CCH do not audit document security, so there is no way of seeing who made the change.
This seems like a big GDPR gap, and I am raising this as a concern and ask that this be reviewed and considered for a future release.
…
1 voteThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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advanced
In advanced search on the client screen where the UTR and NI Number are populated on a client record show the information on the screen to allow it to be exported. The fields are populated on the normal client search screen but when you change it to do an "advanced" search the data shows as blank.
1 voteThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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SA109 and SA107 reporting urgent requirement
In CCH Central/Reporting, please add urgently the ability to report on whether pages SA109 and/or SA107 have been completed. This is required in connection with identifying which clients are deferred for MTD IT and will be required this year and for the next 2 tax years at least. See https://www.gov.uk/guidance/find-out-if-you-can-get-an-exemption-from-making-tax-digital-for-income-tax
1 voteThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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MTD SQL Report Enhancement Requirement for April 26
We have used your MTD SQL query from your feed details: https://help.wolterskluwer.co.uk/Customers/s/article/CCH-Personal-MTD-for-IT-new-report.
However the excel output being produced to identify MTD cases may not be complete as if your clients had a new source in 2024/25 and that didn't exceed the £50k limit, HMRC guidance suggests the following: If the sole trade or property income you declare on your tax return relates to a new source of income which started in the year, the figure reported will need to be adjusted in order to compare 12 months’ worth of income against the MTD mandation threshold.
For instance, if you…1 voteThank you for submitting your idea to us!
We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.
Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
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Xero. We would like an integration between Xero and the CCH WIP system.
We have a Xero invoicing / book keeping system. We would like an integration between Xero and the CCH WIP system. We currently have to raise invoices twice, once on CCH to pick up the WIP and then again on Xero. Same with payments in, we allocate on Xero, then duplicate to allocate on CCH. It would be an incredibly useful feature and would save a lot of time. It would also be an attractive feature to new customers of CCH.
2 votesYour idea submission has been started
We’re pleased to inform you that, following a thorough review and proposal, work on implementing your idea has started.
We’re excited to implement your feedback and will keep you updated as progress continues.
Thank you again for your valuable input!
Best regards,
Product Development
Wolters Kluwer UK TAA
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Raising Bulk Bills
On the bulk invoicing wizard we sometimes require options whereby we may generate an invoice on an estimate basis and have the option to add a miscellaneous charge to the same invoice. VAT would be applicable on to the estimate charge but not the miscellaneous charge.
At present the bulk invoicing wizard does not have the option of writing off amounts. In summary, it would be great if the options we need on the bulk invoicing wizard should mirror the options we have available when generating individual invoices.
1 voteThank you for submitting your idea to us!
We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.
Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
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Repeat billing automatically allocates WIP to the next open job in the job schedule
Repeat billing automatically allocates WIP to the next open job in the job schedule - please see case number 08881244. Currently when a bill is repeated it is allocated against the previous job (that the original bill was raised against) that has since been closed, rather than the current open job.
2 votesThank you for submitting your idea to us!
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Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
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Home Page - ‘Posted WIP items’
Home Page - ‘Posted WIP items’
Please can Homepage be rectified so that homepage ‘Posted WIP items’ displays past 6 months as it was before.Homepage is currently only showing in ‘posted WIP items’ 4 months ie Aug25 to Nov25 (where is Dec25, Jan26?) so if the system is only supposed to display past 6 months records (as per in case number 08873824 solution notes) I would expect this to be Aug25 to Jan26. (see attached for details)
UserVoice this request as advised in (ref case 08873824).
1 voteThank you for submitting your idea to us!
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Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
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Set budgets in minutes rather than whole hours
It would be useful for us to customise the "hours" box in a job to be a part of an hour rather than just whole numbers.
We would like to be able to set budgets in minutes or decimal points of an hour for some jobs1 voteThank you for submitting your idea to us!
We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.
Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
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