64 results found
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Working Notes (like in Personal Tax)
Could we have a "Working Notes" Area like we do in Personal Tax for users to enter notes alongside the data entry - file notes only, not to appear on the comp.
38 votes -
Integrate CCH Central/CCH iFirm into Office 365 so we can sync to Sharepoint
Would you like Wolters Kluwer to look at integrating CCH Central and/or CCH iFirm into Microsoft 365 so you can send documents directly to OneDrive and use that as a preferred document storage solution
17 votes -
Credit Control
I would find it very beneficial to have a debtors balance on the client search home screen.
to ad with finding a balance for companies at a glance and not have to open the company.14 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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Partnership/LLP/Trust reporting
The ability to run reports against partnerships/LLP's is severely restricted as the content to report on is just not available.
If there is an entry that can be made on a Tax Return (or anywhere in Central!) then there is a database netry and we should be able to report on it. This is just not the case and has not been for a number of years.9 votes -
Bulk close old Jobs
Please add Bulk Update ability to close old jobs eg. Personal Tax assignment --> Job 2023.
This request was possibly another UserVoice request called "Delete Job" raised in May 2020 which was marked as COMPLETED on 18/01/24 - does this mean we can do this? Can we otherwise have a script for doing this please? Thanks!
9 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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Company Authentication code
Company Authentication code - Is there any way you guys can include a new field in database where we can enter company authentication code so it makes easy for all of us while entering master data all the information is there.
8 votes -
Add in the Personal Tax - Other Income as a reportable field for MTD Reports
We have been comparing figures from Acs Production against the existing MTD reports and the Other Income figure under TXOTHBUSINC is not reportable within the Personal Tax options within Reporting. It would be very useful to have this added. Thanks
8 votes -
Tax Return Status
Adding Tax Return Status Field to CCH Workflow
7 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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Filing Accounts at Companies House
Anyone else find it totally infuriating that if you go to file accounts at companies house and they fail because you have used the wrong authentication code, that - 1. you have to log right out of CCH entirely and then log back in to try again otherowise it uses the same incorrect code - and 2. that in the second year of filing you have to put the darn code in again - it doesnt retain the codes you enter? what a waste of my time!!! this needs sorting - along with the issue of the Filer showing that…
7 votes -
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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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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Associated contact details of open clients
Contact details of associated open clients - when attempting to run a report of email addresses of contacts associated with a client I can get everything I need but unable to filter out associated contacts of open clients. This would be really useful for producing a mailing list for e-newsletters where we act for a company but not a director (we would stil want the director to receive the newsletter). Equally, the company's financial coltroller etc etc who is associated should receive.
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 -
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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SBA - date of eligibility for allowances
SBA
Frequently we find we have additions on which we don't claim SBA because they are not yet in use. However, a date is required so an estimate is used. Once the year has been rolled forward this date cannot be changed to the correct one.
Could this date be amendable in future years?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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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 -
New task permission for staff to re-open an assignment that's "on hold"
We need to restrict staff from opening up assignments that have been placed on hold. There is currently no permission on this so we cannot restrict it. Please create a new permission, similar to the one that allows staff to re-open closed assignments. Alternatively could you let admins have the ability to create permissions for their practice.
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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Assignment Frequency & Algorithm
Currently, the 'weekly' algorithm only allows you to choose Wk1 / Wk2 ... Wk 50 / Wk 52 etc. It would be more helpful if the algorithm could relate to a particular date e.g. 'week-ending' 4-Apr and it then repeated weekly by date moving forward.
3 votes -
Task permission to restrict access to the Contact - Tax-related codes tab to prevent inadvertent changes to bank sort codes.
Task permission to restrict access to the Contact > Tax-related codes tab to prevent inadvertent changes to bank sort codes.
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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