123 results found
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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
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Bulk Update Assignment Office and Department
We can bulk udpate the office and department at a client level, would be useful to do this on the assignments tab as well instead of having to do it manually
3 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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Last WIP added at assignment level
In smart reports you can run a report that shows the last time WIP was added to a client and the last Fee date, can we get this at assingment level, we use this to do checks that clients to be closed haven't been missed, but would like to do it as an exercise to tidy up the assignments as well
3 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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