405 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 -
Farmer's Averaging Calculation
Where prior year figures need to be manually entered or overridden in regards to adjustments for averaging (due to information not being in CCH or CCH picking up the wrong figures) the averaging adjustment is not calculated correctly. Original tax position and revised tax position figures don’t agree back to prior year figures or manually calculated figures.
Also for Farmers Averaging there is currently no link between the figures calculated in CCH and the relevant tax return boxes. It would be useful for boxes 14 and 15 on the ‘Tax payments / repayments’ section to be populated with the relevant…
7 votes -
Ability to send bills to multiple Accounts Payable contacts
Introduce the ability to have more than one accounts payable contact against a client.
We have a large number of clients where a Director will want to receive copies of bills but also wants copies of bills to be sent to their accounts payable department. This has been possible in alternative software's that we have looked at7 votes -
Tax Bundle to auto assign to the year you are doing to document centre
Tax Return Bundle when you publish to Document Management could it have the year you are completing set to automatically assign and file the job in that year - as at the moment it goes striaght to none and then you have to go into properties and move it to the year you are doing which is time consuming and fustrating
7 votes -
Allow WPs to be used in the Personal Tax module
Proper ordered management of all the various documents supplied by clients would greatly help the review stage of a Tax Return - especially for those staff who had not prepared the Return. Tailored sections (to suit each firm/practice) for keeping standard WP files for all clients would make life much easier - as with CCH Audit Automation (ProAudit) and CCH Working Papers Management for Accounts Production. Thanks!
7 votesHi Gary
We have a very exciting project in the early stages of development right now that we think will revolutionise the collation of documents for personal tax.
Within that functionality will be concise document management to simplify the review process.
Watch this space!
Dean Shepherd ATT CTA
Senior Product Manager
Wolters Kluwer -
Option for Manual Entry of Date in Working Papers
An option of entering date in working papers manually rather than auto filling of date based on system date will be helpful for the firms in presenting it audit files to regulatory reviewer. Reason behind is that sometimes firms have to issue audit report on some back date on the insistence of client despite the fact that audit work was performed on current dates and in current scenario it not possible to provide any justification to regulatory reviewer regarding the date issue.
7 votes -
Document Edit button should automatically check document out for editing
Currently users have to click Check Out and then click Edit.
Can the Edit button automatically check the document out?
7 votes -
Bulk update assignment
This would be particularly useful where a mail merge has been done and the incorrect or no assignment has been selected at the time of creation rather than having to update each individual document
6 votes
Evan Jones
responded
Thanks for taking the time to add this to uservoice.
I’ll review this item again shortly in order to gauge support from other users.
Evan Jones
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Stop document management randomly losing documents at check-in or check-out
This is hardly what I would call a enhancement.... data integrity should be a given but it appears that support think that it should be logged via User Voice to request development improve it!
It appears inadequate check are carried out to verify documents are correctly written to the database before action are carried out on the local copy of there are any issues and the validation processes should be tightened up before local copies are deleted if there are any issue with successfully writing to the Filestream.
6 votes -
Add Basis Period Reform fields (and other new fields) to CCH Reporting
CCH Reporting options seems to be a little out of date and do not have fields for some of the recent tax return updates. e.g. Basis period reform
An example I notice is when trying to extract what transition profits to carry forward. It also does not show the spread transition profits to be taxed in the year, a box on the return itself.
As this is a topical issue in partnership tax, it would be useful to be able to extract this information to assist clients with their queries.
If the partnership requested this for its partners, I think…
6 votes -
Easier deletion of multiple tags
It would be good when an area of text has a number of tags to delete or edit a number of tags, rather than one at a time
This is particularly useful when a document is tagged from a template
6 votes -
Automatically define cost of sales, distribution costs and admin expenses on the detailed P&L
The process of tagging the detailed P&L is already quite time consuming despite the DPL tagging automation being in place but the software should at least be able to automatically define the expense type areas rather than it being a manual process.
6 votes -
Enable the use of PDFs in email mail merge
We quite often send out information to our clients using mail merge and would prefer to have the attachment as a PDF, for example, we are currently sending out weekly emails to keep our clients updated on the latest news. It would be really handy to be able to CC others into the email too.
6 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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Employee Planner order setting
Employee planner has recently been updated so the order of employees and employee categories is now alphabetical rather than by id number. Please can you add this as a setting or option in maintenance perhaps as we prefer the original setting. Thanks
6 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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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 -
No exception report when deleting job
When deleting a job, if there is a document in the job it doesn't do anything...no exception report. I would expect some message saying why it didn't do anything instead of having us guess.
6 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.
6 votes -
Remove OCRing for documents scanned via a photocopier
Most documents scanned via a photocopier are signed accounts and tax returns that do not need to be OCR.
Can the OCR be turned off and an OCR Tick Box option be added to the Homepage Document Inbox "Edit Details" window, much the same as the option when scanning from a desktop scanner?6 votes -
Bill preview within 'billing main' window
A preview of the bill narative within the billing main screen would make approval much quicker...
6 votes -
6 votes
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