143 results found
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Use the correct user record when using auto submission on a PT workflow
When you use the auto submit functionality it uses the workflow creator user record to submit the return to HMRC and not the person moving it to that step. (That user name also shows on the tax return status within the return as having submitted the return). This is misleading and causes auto submission failure where the user has left and security permissions removed or permissions were removed/not held.
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Product Development
Wolters Kluwer UK TAA
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Set budgets in minutes rather than whole hours
It would be useful for us to customise the "hours" box in a job to be a part of an hour rather than just whole numbers.
We would like to be able to set budgets in minutes or decimal points of an hour for some jobs1 voteThank you for submitting your idea to us!
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Product Development
Wolters Kluwer UK TAA
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Home Page - ‘Posted WIP items’
Home Page - ‘Posted WIP items’
Please can Homepage be rectified so that homepage ‘Posted WIP items’ displays past 6 months as it was before.Homepage is currently only showing in ‘posted WIP items’ 4 months ie Aug25 to Nov25 (where is Dec25, Jan26?) so if the system is only supposed to display past 6 months records (as per in case number 08873824 solution notes) I would expect this to be Aug25 to Jan26. (see attached for details)
UserVoice this request as advised in (ref case 08873824).
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Product Development
Wolters Kluwer UK TAA
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Repeat billing automatically allocates WIP to the next open job in the job schedule
Repeat billing automatically allocates WIP to the next open job in the job schedule - please see case number 08881244. Currently when a bill is repeated it is allocated against the previous job (that the original bill was raised against) that has since been closed, rather than the current open job.
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Product Development
Wolters Kluwer UK TAA
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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.
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Product Development
Wolters Kluwer UK TAA
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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!
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Product Development
Wolters Kluwer UK TAA
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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
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Product Development
Wolters Kluwer UK TAA
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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.
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Product Development
Wolters Kluwer UK TAA
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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.
…
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Product Development
Wolters Kluwer UK TAA
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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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Product Development
Wolters Kluwer UK TAA
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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.
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Best regards,
Product Development
Wolters Kluwer UK TAA
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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!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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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
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Product Development
Wolters Kluwer UK TAA
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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…
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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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1 vote
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Product Development
Wolters Kluwer UK TAA
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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.
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Product Development
Wolters Kluwer UK TAA
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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.
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Product Development
Wolters Kluwer UK TAA
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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.
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Product Development
Wolters Kluwer UK TAA
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Office selector in timesheets
It would be great to have an office selector drop down or other, to allow users to filter clients that come up in their timesheets.
Currently when you search for a client code or name, you see the entire organisation's clients, so if we could make it an optional restriction where the user can select an office on their timesheet, meaning they only see the ones on their office, that would be really helpful in making the search function quicker, but also would stop mis postings.1 voteThank you for submitting your idea to us!
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Reports of Account client incase of drop off
It would be useful to download a report for Account production clients with the filing deadline date. We had a situation where a client dropped off the workflow list and there was no audit trail of who clicked the end workflow button. It was also discovered that the 2 years of Accounts were started on the workflow but no trail of who started them. It would be useful for a report so we can have our own control.
1 voteThank you for submitting your idea to us!
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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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