124 results found
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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 -
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.
33 votes -
Add Workflow Current Step
Carpenter Box - Add Workflow's Current Step field to the DCs' field chooser.
Where a document belongs to a workflow include the workflow Current Step value, where not leave the field blank
1 vote -
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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