116 results found
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Tax Return : Contact Records (Maintenance)
In respect to the Contact Records that are generated as part of a client Tax Return (e.g. employer contacts/bank contacts etc etc).
Can there be an indicator within the record that shows that the record is linked to a Client Tax Return and which Client it is, with a potential report that also shows this information
Reason is that when you try to delete a contact, if the contact is linked to a Tax Return, you cannot delete the record. It would be useful to understand the relationship between the contact and Tax Return to enable efficient database management and…
6 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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Holdover Relief
Increase the available space in the fields to enter information for items 5 and 6 on 2nd page of the form. We can currently only include 60 characters in each field, which is not enough and there is plenty of room on the form itself for more.
6 votes -
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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Best regards,
Product Development
Wolters Kluwer UK TAA
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Remove Completed Jobs from Assignment Search and Job Management Homepage
An assignment search currently displays completed Jobs (even though the 'include completed jobs' box at the bottom of page is not ticked. Please could this be rectified as it's making managing reviewing open Jobs very difficult.
The same occurs in the Job Management homepage - completed Jobs are included.
6 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
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When will CCH Corporation Tax acknowledge the existence of the Corporate Interest Restriction
The Corporate Interest Restriction has been part of the UK Corporation Tax System since 2017. The legislation is complex and the effects need to be tracked across groups and over the course of years. Yet, CCH Corporation Tax doesn't appear to even acknowledge its existence? How can this product claim to be any sort of appropriate package for preparing corporation tax returns if it does not even include boxes to enter the CIR adjustments?
6 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
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Need ability to add extrafield variables eg Addressee and Clientcode to mail merge subject
The mail merge subject field is currently fixed text so we cannot customise for each client.
6 votes -
SAVING ATTACHMENTS DOWN FROM PREVIOUSLY SAVED EMAILS
Can we please have the ability to save attachments straight into Document Management when we open up an email within CCH. If the original user does not saved them down/the emails are automatically saved down it is a very long process to save it down separately
6 votes -
Warning to restrict Foreign Tax deducted to Double Taxation Treaty amount
I understand that it is not possible for you to restrict foreign tax according to the Double Taxation Treaties. However, a warning to remind us to check if a restriction is necessary would be helpful.
5 votes -
5 votes
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Operating leases report due to new regulations
Could we please have a way of reporting on clients who have operating leases either via a script or report.
5 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
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Add inactive option to internal partner list to remove ex-partners
Ex-partners still appear in drop down searches even though the linked employee record is inactive. Having an inactive option in the Internal > Partners area would allow you to stop this.
5 votes -
Exclude Closed Clients on Email filing
When filing emails it brings up all contacts when searching but doesnt have the option to 'exclude closed' - could this be added as it would save having to trawl through lots of 'smiths'!
4 votes -
Microsoft Power Platform Connector
CCH product Team it would be good to see a CCH Connector in to Microsoft Power Platform i.e. Microsoft Power Automate or Microsoft Power BI or even Microsoft Power Virtual Agent that would allow Microsoft to connect CCH Central.
For example several client onboarding tasks should be able to be completed by using a flow from Microsoft Dynamics in to CCH Central.
4 votes -
30-day matching
Certain entities, such as offshore trusts, do not use the 30-day matching rule. It would be good to select to turn this off on certain dividend and CGT lists.
4 votes -
Extra Field Groups in Database Fields
When you create a template in CCH which has database fields you are also able to see extra fields in this list.
If you put your extra fields in groups they no longer appear.
We would like all extra fields in all groups to be added to the database field drop down4 votes -
Display most recent linked email only
Would it be possible to only display the most recent linked email in the main search results rather than every one? The previous emails can be seen by clicking on the link number in any case.
4 votes -
exclude closed clients on smart reports
Enable smart reports to exclude closed clients
4 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
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A report that shows Employees Task Permission
We would like to have a report where it shows all Employees and what Security Group they fall under
4 votes -
email
I NEED YOUR SUPPORT AND VOTES TO MAKE DM MORE PRACTICAL!!!
Currently when an email is received from a client by user1 who file the email in DM and then forward the same email to use2 (without making any changes), the email is filed again automatically. If user2 then forward it to user3 to action, this email is filed again. User3 will respond to the same email to user2 who will then respond to user1 once the work have been completed. In brief one email received from a client is filed more than once. I cannot see the benefit of…
4 votes -
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
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