360 results found
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Online filing errors
If there is an error with the return which stops you from being able to validate the return to IR mark it, it would be useful if the error description was always linked in such a way that clicking on the error message would take you to the relevant screen where the issue lies. Some of the error messages are not easy to understand so this would save time hunting for the error. At the moment some of the tax return box numbers referred to in the error message are linked, but you are not always taken to a relevant…
7 votes -
Pension Savings Tax Charges
Editing the annual allowance tracker in this data entry screen causes the additional information pages to be printed, even when no pension contributions are made, so the additional info pages are blank. It would be useful to be able to get rid of these pages.
In addition, the description on the pension savings tax charge schedule reads "amount saved this year in excess of annual allowance" - even when this is not the case, and the amount saved does not exceed the annual allowance. It would be good to have this description updated.
6 votes -
FTSE 350 data feed
calculating DRIP/SCRIP dividends using the FTSE data feed does not automatically calculate the amount of shares purchased from each dividend. You therefore have to calculate this manually and then update each dividend with the new number of shares. Additionally, once you have calculated the number of shares and detailed them in the data feed, and posted the dividends, if you go back into the data feed to update/post anything else, the shareholding amounts reset to their original values.
It would be helpful if the data feed tracked DRIP and SCRIP dividends so that we did not have to calculate them…
15 votes -
Editing the information request template
It is very tricky to edit the information request templates and they are very easy to break. It would be useful to have the facility to be able to add the additional information we want, such as breakdowns of property expenses and employment income/PAYE deducted, ourselves, and to be able to make this conditional like the boxes already present (i.e. they only appear on the information request for each client if they have that relevant source of income). It is currently not easy to understand how the conditional formatting works in the template or to replicate this, but if we…
6 votes -
Foreign employment income
If you enter foreign employment income which is not taxable in the UK, this shows on the tax computation as 'allowable expenses'. This is a misleading narrative which should be changed.
1 vote -
Cessation dates outside of the tax year
It is not possible to enter a cessation date which is outside of the tax year - for example, for a fixed term bond for which we know the date of maturity. It would be useful to be able to enter this.
5 votes -
tax payments/repayments
Every schedule except tax payments/repayments has tick boxes for when the schedule has been reviewed, which locks the schedule. It would be good to have this for this schedule also.
10 votes -
Changing a property from an FHL to a regular let property
It is not possible to change the status of a property from FHL to regular rental and vice versa, so you have to delete the property record and start again if you want to change over. It would be good to be able to simply switch the property type.
4 votes -
finance costs box 44
The description for box 44 in the land and property data entry screen is "Residential finance costs not included", however, even if the entirety of the finance costs incurred are included and utilised during the current year, they are still included in this box. The total of the finance costs are still included in this box if they are not utilised. Either the description of the box needs to be updated, or there need to be two separate boxes to show finance costs included and finance costs not included.
1 vote -
SQL error in reporting
When running a report, if any filters are added then the report does not work and throws up an SQL error. The suggested workaround is to use the filter editor which also does not work well, as when a new filter is added in the editor, the list of report headings which you can filter by are all invisible. You therefore have to guess which report heading you are selecting in the list, which looks blank but each row in the list does actually correspond to a report heading.
It would be good to have the SQL error fixed or…
15 votes -
Tax Return information request
Please can the ability to pull through tax deducted at source on employment/pension income be added to the information request template so that it can be displayed separately?
Additionally, there does not seem to be the option to pull through totals for expenditure categories from business tax. The functionality is there for rental property expenditure categories, so could it be added similarly for business tax?
14 votes -
Autotext/Quick Parts alternative in CCH to use with Doc Centre Templates
We currently create documents from templates in Doc Centre and use a standalone piece of software to drop in standard paragraphs from a library of around 200 blocks. I believe it was written years ago in FoxPro but it is held centrally and updated by the administrator when changes are required.
We had thought of autotext or quickparts in Word, but they cannot be saved and maintained in a central library by one person which we are looking for.
We don't use tax bundles (and don't have any plans to) but wondered if there were plans for something like this…
1 voteThank you for taking the time to add this idea to Uservoice. There are no plans for anything like this right now, but I'll review the idea again shortly to gauge support from other users.
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Invoice numbering not sorting correctly when invoice numbering reset in Fully Billing History
Our invoice numbering was reset due to a fault with Central and when we restored the numbering sequence to match our original invoices, the invoices that were created afterwards don't sort correctly in Full Billing History.
So instead of them following eg 1, 2, 3, 4, 5 etc (in ascending order) they might look like 5, 1, 2, 3, 4 where 5 is an invoice after the reset.
3 votes -
Issue with scaling on drop down filter menu in DM.
In Document Centre, when trying to filter in the search area, the drop down menu doesn't show the complete list. It's hard to explain without an image, but the list becomes transaparent and then only shows the items the mouse is selecting.
This is relating to a drawing issue affected by scaling in display settings for a specfic monitor. If the monitor is not set at 100% scaling, regardless of the resolution, then this appears to occur.
There is a script fix available should the problem occur. However, please can this fix be built into an update rather than have…
3 votes -
e-PAY Integration with Crezco (BACs payment) similar to Stripe (card payments)
Have an integration with Crezco on bills for BACs payment similar to the e-pay integration with Stripe
3 votes -
Add next accounts made up to date in CCH Company Secretarial
Can the next accounts made up to date be populated from Companies House Data. The ARD and filing deadline are there but it would be very useful to be able to report on actual year end dates.
3 votesThank you for adding this to UserVoice.
I will review this suggestion in the near future when I will be able to gauge the interest of other customers.
Lamorna Harris
Senior Product Manager for Accounts & Audit
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Team responsibility at client or assignment level
When we create assignments the assignment partner and assignment manager are immediately populated at assignment level. This over rides the assignment manager visible on the find client screen which has been entered under team responsibility which is where we enter the user roles. Can we have the ability to either switch off certain user roles or the pre-population at assignment levels be stopped or be able to specify if we want user roles to be set at either at client responsibility level or assignment level.
4 votes -
Report Scheduler
Can we add functionality that allows users to pre schedule the running of standard CCH reports that are used on frequent basis so that they can be auto generated & saved out for users to access at the appropriate time. This could be a significant time & cost saving for all firms by removing the need for users to spend time manually generating each time e.g. daily / weekly / monthly etc.
4 votes -
Use "child lines" in the detailed P&L when importing from AP
Currently AP brings the main headings into the P&L as income and expense rows, but each item of expenditure is entered as an analysis item instead of a child row. This means that we are unable to add analysis of items on the DPL for the tax comp.
For example, an Entertainment cost could contain both allowable and disallowable items. Before we used the AP link we would show the Entertainment cost as a child row in the DPL and then insert an analysis so the split for HMRC was clear. Now we link with AP we can no longer…
3 votes -
The ability to use Word Developer and the ability add drop downs/paragraph control boxes -or the capability to add rule-optional paragraphs
It would be helpful to be able to add the Word Developer functionality when designing/editing templates - ie.dropdown choice boxes and paragraph content control boxes.
Alternatively optional paragraphs added to the template -triggered by the clients data or choices chosen by the user2 votes
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