55 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.
36 votes -
Proof of tax picks up add backs
In CT the proof of tax picks up add backs form elsewhere in the program
1 vote -
Page breaks to move notes onto a new page without having to make a format local
Particularly in charity accounts, often notes will span two pages and this can be unhelpful when comparing one year with another when the comparative details are on the next page. Sometimes this can then lead to the next note also being split over two pages.
In this situation, the solution is to make the note local and add a page break at the top of the page. This, however, makes the page a local format which then does not benefit from master pack updates until it is reverted to master.
It would be great to have an option to right…
3 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
4 votes -
Functionality: Allow "ID expiry", which are currently accessed via the main tab, to become searchable fields AND mailmerge fields
Can you allow the 2 ID expiry fields, which are currently accessed via the main tab, to be both searchable fields and mailmerge fields
1 vote -
Allow documents to be created from the global document centre onto clients
Allow documents to be created via "create" button from the global document centre onto clients/into client library rather than requiring you to go into the client first, navigate to the client document centre tab first - if nothing else being able to open a identical screen that doesn't let you add something to the client library is a bit confusing.
3 votes -
ESG Reporting
As consumers are becoming more aware of CSR. Organisations that show how they are reporting on their business activities and their impact on society and the environment is becoming increasingly important. Would it be useful for Wolters Kluwer to provide a comprehensive tool that provides expert guidance to companies to help meet regulatory requirements to support sustainability efforts and manage ESG risks efficiently.
1 vote -
CCH Tax Modules that automatically spot opportunity for tax advice based off user data
Would you value an add on to CCH tax modules that automatically spots opportunities for you to advise your clients on where they can make savings on tax. This would allow you and your firm to either begin to offer tax planning and advisory, or streamline and simply our current tax planning/advisory offering.
1 voteUnder review as we investigate the opportunity and user cases for application
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The ability to check HMRC CT600 submission status more than once: pending, accepted or rejected
Currently when submitting a CT600 if the HMRC servers are busy the current CCH advice is to close the screen after 4 minutes and wait for the email response from HMRC then update the CT600 status manually.
Could CCH change so when submitting a CT600 if no response is received from HMRC after a few minutes the software would set the status to pending, inform us to check again later and allow us to exit the online filing screen and then allow us to query the HMRC servers again for a response until either an accepted or rejected status is…
4 votes -
hide reports
Would like to hide some reports from the list available to use
eg debtor statements has 9 listed but would only like to show the two we currently use
Aware we can delete them but they may be of use at a later date, a few have MYOB & CCH which may use as a template in future too3 votes -
Ability to Import and Export of Timesheets on CCH
We have few employees working from home and doing bookkeeping for us. They don’t have access to CCH. Now we want them to punch the timesheet as well on weekly basis. We want to do this by importing and exporting the timesheets on CCH. So, by this we have up to date timesheet for all of the clients and can create the invoices more accurately.
3 votes -
Record time spent on client accounts
CCH Practice - a function to start recording time spent on client accounts. For example, once a client file is opened, then option to start the clock and record amount of minutes spent. Then when closed, add notes for what was done - chargeable or not.
1 vote -
Record commentary on accounts and tax returns for clients. Ability to have a cloud recording tool like LOOM.com (https://www.loom.com/)
Record commentary on accounts and tax returns for clients. Ability to have a cloud recording tool like LOOM.com (https://www.loom.com/)
The idea is to record a commentary for clients to view along with accounts sent for approval, by going through the pages of accounts and tax return, explaining the figures and referring to any workings. Then send with accounts for them to view via a link to the Cloud site. Can also be sent via CCH Central.
I currently do this for some of my clients using LOOM.com, a free software where you can record a video and a…
3 votes -
Use "child lines" in the detailed P&L when importing from AP
Currently AP brings the main headings into the P&L as income and expense rows, but each item of expenditure is entered as an analysis item instead of a child row. This means that we are unable to add analysis of items on the DPL for the tax comp.
For example, an Entertainment cost could contain both allowable and disallowable items. Before we used the AP link we would show the Entertainment cost as a child row in the DPL and then insert an analysis so the split for HMRC was clear. Now we link with AP we can no longer…
3 votes -
PIN numbers should be stored online
PIN numbers should be stored / accessible in our online CCH account by the superuser, as we have to wait for it to be emailed to us if there is ever a glitch.
3 votes -
Workflow generated emails - CC in an additional account on the email sent
When the WF is used to generate emails, it would be useful to be able to copy in specific CCH users to notify them that emails have been sent to clients.
The copied in users are then pre-warned that client may contact them regarding the email that has just been sent.
1 vote -
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 -
Hi, please add the Century Gothic font to CCH for PDF generation
Hi, please add the Century Gothic font to CCH for PDF generation.
1 vote -
Enable the roll forward of data to be refreshed after a new a/p is created
At present all computations are entirely independent, so changes to a prior year do not flow through to later ones. this means computations can get out of synch.
It would be useful to have the option of carrying closing balances forward - ideally as a function in year one, so when you've changed that year you can cascade the changes onward.
This has come up particularly as we have a new client where we are working on two years simultaneously, and now have to re-key all the provisions, capital allowances and so on in the later year. IT would also…
5 votes -
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 down1 vote
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