137 results found
-
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
-
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
-
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!
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
-
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!
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
-
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!
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
-
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!
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
-
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.
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
-
Central ID Code sync
Would there be any way to sync the Contact ID from Central to Co Sec. For some reason we are getting a few duplicate names recently and it is difficult to tell which is which in Co Sec.
To be honest even in Central you end up having to open all as you cannot from the "find" tab distinguish them as DoB, middle name nor a suffix such as Snr are columns you can add. Mostly fathers and sons with exactly the same names!
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
-
Rental income code to appear in the turnover section of the chart of accounts so that the lessor polcy etc prints in the LTD accounts
Put a rental income code into the chart of accounts in the turnover section, in order to trigger the discolsures and the accounting policies
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
-
Close Company disclosures
regarding the Close Company rules - i've noticed that if the 'no employment pages to be printed' box is ticked, then even if the close company disclosures are there, no pages is printed.
I wonder if it would be helpful for there to be an override, so that if 'director' is ticked' and 'close company' is ticked, and boxes 7.2-7.4 have entries, then it overrides the deletion of the pages.I've only just realised that is a potential issue (especially if you have juniors preparing the return, as the schedules of data publish the information, so it looks like it's…
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
-
1 vote
Thank 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
-
Bring in signatory information to independent examiner's report within the charity accounts
Allow for this to be populated from a Statutory Database field and bring into the Charity masterpack. Currently, per Support, it is only possible to add in the signatory to that area by localising the page.
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
-
FRS105 Warning to Companies House
I understand that there are pop-up warnings on submitting full accounts to Companies House under FRs102, but not for FRS105. Following the recent authentication code fix there is now the possibility that should you accidently click the wrong button when tagging full accounts for a FRS105 company they could be submitted straight away to the public. Please can the P&L pop-up warning be included for FRS105's.
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
-
Enable Bulk Updates of the Status Field in the Tax Return
Currently we act for c1000 client's whose information is requested via 1 email to their main Deputy. In order for the status field to read correctly and not "rolled over" we need to manually change the status to "Info request sent to client". This is time consuming but not doing it doesn't give us a true reflection of the status of our Tax Returns.
Therefore would it be possible to be able to bulk upload the status of the Tax Return.
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
-
Trial Balance Upgrade
I believe that it should be far simpler to view the transactions for a nominal code in the prior year on Accounts Production by implementing a hyperlink function. Instead of having to exit the accounting period which you are currently looking at, enter the PY and remember the information, this solution would make analysis far more practical.
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
-
Assignment Frequency & Algorithm
We have payroll assignments, most are Monthly or Weekly and we can set the "week/Month ending" by the Job start and target dates for recurring tasks. However we are now getting clients that want 4-Weekly cycle instead of full Monthly. We have been advised by support that we cannot set an assignment up for that recurring frequency/algorithm. They suggested that I submitted to the Development Team which I assume they meant User Voice?
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
-
Amended LLP accounts
You can prepare them under FRS102/105 and submit but we've been advised by support that it is not possible to prepare/submit amended LLP accounts (through WK using the stat database defective accounts option). Any plans to do this?
0 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
- Don't see your idea?