86 results found
-
"Year End" field and "Next Accounts due" field on Main tab
Could a "Next Accounts due" field be added to the main tab and could a "Check with Companies House & Update" button be added similar to that in many Company Secretarial software programs. If you could also "bulk check and update" these fields this would make tracking of deadlines far simpler and avoid having to keep the same information in multiple places and manually updating it.
Thank you!78 votes -
Working Notes (like in Personal Tax)
Could we have a "Working Notes" Area like we do in Personal Tax for users to enter notes alongside the data entry - file notes only, not to appear on the comp.
36 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 -
VAT reference box within main client tab
A box within the main tab for recording the client's VAT reference.
28 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 -
Improve creation of a PDF from a document in document centre
When creating a PDF from a word document stored in the document centre the only option we have is to choose where this document is saved. It would be useful to have the option to give this PDF file a name or for it to at least retain the name of the document converting from. Upon creation of a PDF it then resets all of the search parameters in document centre, which means having to do the search again to locate the PDF created and to rename it, could it not retain the current search parameters?
23 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 -
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 -
Close client routine
Closing a client should promtp to close all open workflows, joblines, and tasks. At the moment you can close a client with a part completed tax return workflow.
Also it shoud not be possible to create a tax return when a client is closed (currently it is).
20 votes -
Ability to select which email address to use for an individual on each different association type they hold.
we have many client organisations who have(for example) a director with 2 different email address - one is to be used for billing and the other one is to be used for accounts queries. This director is associated to the ltd company as billing contact and as accounts contact, however both associations pull through the same primary email address.
We need to be able to select which email address is the primary for each association. e.g. when creating, the association of billing contact select Email 2, and when creating the association for Director select primary Email.20 votes -
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 -
When entering dates you can't enter the 31 as a day without changing the month first
Eg in february i can not enter the date 31/01/2020 without having to enter the month first as it wont let me go past the 28/02/21 due the fields starting with todays date. This runs throughout central.
17 votes -
Facility to save attachments from emails when autosaved to DM
When emails auto save into DM it would be useful to be able to split out any attachments and save these as a separate document - only currently able to dril into the email trail locating the document and re uploading the document separately into DM
16 votes -
Add a collapse all button for the different folders
when there are a lot of documents, it takes a while to scroll down to the folder I want to look in, so to be able to collapse all folders and then straightaway see the folder I want would be more effiicient.
14 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 -
Integrate CCH Central/CCH iFirm into Office 365 so we can sync to Sharepoint
Would you like Wolters Kluwer to look at integrating CCH Central and/or CCH iFirm into Microsoft 365 so you can send documents directly to OneDrive and use that as a preferred document storage solution
13 votes -
Tidy up smart reports/reporting
Currently there are lots of reports in Smart reports/Reporting tab some of which are useful, some of which are pointless and unsuable for any meaningful information unless heavily edited. I can hardly ever get the information I need easily or at the click of a button.
When creating reports some fields are unreportable on, for example employee charge out rates, you can only report on them from a WIP perspective, not just pull a report to see whos rate is what. We should be able to report on every field in some way or another.
I personally can't see the…
13 votes -
Option to turn off duplication of receipt number check
Would it be possible to have the option to turn off the duplication of receipt number check when uploading cash transactions or making transfers ? Our team are currently experiencing the below issue:
When posting, using the CSV spreadsheet to CCH, any 2 receipts with similar references and similar amount
Gets confused by CCH and will only post one of the receipts and then come up with an error message of
Duplicate posting.If you then try to post the other receipts separately, with the same reference, it won’t let you. Even when you
Alter the reference slightly it won’t…
12 votesThank 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
-
Sorting active workflow tasks, on home page by due date of individual step in progress
It would be ideal if we could "sort" the milestones, on the home page by due date. This will allow staff to see In progress tasks in date order, when they have different due dates. This would be a good reporting tool.
12 votes -
To imporve the current method of duplicated transactions being identified and rejected.
The current software only looks at the date and the SEDOL number for the share transaction. This means that even though transactions may happen on the same day, they can have a different number of shares sold/purchased or purchase/selling cost but will still show up as being duplicated and be rejected from the import. This means day trading portfolios have lots of 'duplicate' transactions which have to be input manually.
Alternatively a way in which the duplicate transactions that are flagged when imported can be authorised to be over ridden to allow the user to import them.
9 votes
- Don't see your idea?