18 results found
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Review Function
I can see this has been raised a couple of times by others but subsequently declined however, it would be useful from a reviewer perspective to be able to mark individual lines within a schedule as reviewed, in the same way as you can mark individual lines as complete, as opposed to having to lock the whole schedule.
I can see that a previous response from WK has been that the assumption is that full data has been entered and so marking the whole schedule as complete is sufficient. However, I would argue that it is not sufficient as although…
18 votes -
Property expenses
It would be useful to be able to enter expenses for a property for comparative purposes and then be able to choose between the actual expenses and the £1k property income allowance.
Additionally, it is not possible to enter unused finance costs brought forward into the software when you are claiming the property allowance. Where we are claiming the property allowance and carrying forward unused finance costs, we therefore have to make a manual note of the amounts to carry forward. We should be able to record this in the relevant box to carry forward to the next tax year.
13 votes -
Property Losses brought forward and carried forward in computations
It would be extremely useful to clients to show the property losses brought forward and carried forward within the schedules to the tax return in the property income section.
4 votes -
audit notes
Redesign of the Audit notes system - needs more integration with the general interface so that it is more obvious there are new or outstanding audit notes.
Perhaps some sort of live notification/inbox in the bottom system bar of the software window (where the login, date/time is located)
5 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 -
CCH Database API
Please, please, please create a read-only CCH database API which would allow users to interface with ALL CCH data fields (every single one of them please!). What I'd love to see is essentially the same kind of thing as is currently possible with CCH Reporting, except without having to produce a report from within the CCH Central software, and then exporting to Excel for further data manipulation, and a less restricted scope in terms of the fields available to be selected.
It'd be incredibly useful to be able to directly interface with the CCH database via an API call or…
15 votesThere are a limited number of APIs available for CCH. Though we do not plan to build further APIs for our on-premise suite, we are planning to deliver API solutions as part of our cloud suite which will support this requirement.
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Personal Tax Review Tool
The review tool is great for keeping review points within the system and reducing time spent, it would however be good to see the following:
-Audit of who has added notes on the PDF report
-A place to add general notes not necessarily associated to a source of income
-HICBC - this doesn't seem to be picked up as missing when in the prior year?This would enhance the product a great deal, Thanks
9 votes -
Access to the External Reviewer
In many countries, audit files are subject to review by external regulators like The Institute or the Audit Oversight Boards.
In previous borland database version, there is a possibility to give audit file to the reviewer for a particular client and for a particular year as a backup. This is the secured practice to give access to external reviewer to that extent he or she required.
However, in the updated version, you can not restrict external reviewer to the required year. If you give access to reviewer to the client, he or she can access previous years without any permission.…
12 votes -
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 -
Allow bulk complete on multi-task workflow steps on the task homepage
We are currently able to bulk complete tasks on the task homepage, unless they are multi-action tasks, for example with a Yes/No outcome. It would save considerable time to be able to select numerous tasks and complete with an action box pop-up to ask if they are to be completed as a Yes or No in bulk.
42 votes -
Pension Master Pack
At present, the pension master pack does not incorporate the same chart of accounts as Accounts Production. This means that figures have to be posted seperately into each, and cannot be transferred directly between the two. The Charity master pack was recently updated to reflect this.
3 votes -
Allow documents/papers to be rolled forward on year-end, like notes.
Documents e.g. excel working papers or client info should be able to have a tick to roll forward on year-end like notes do.
It is a pain to have to go back through DM to re-add last year's papers.41 votes -
Holdover Relief
Increase the available space in the fields to enter information for items 5 and 6 on 2nd page of the form. We can currently only include 60 characters in each field, which is not enough and there is plenty of room on the form itself for more.
6 votes -
Automatically calculating sample sizes using section specfic materialitty
Despite this supposedly being an integrated system, I have been informed it does NOT use the lower section specific materiality (when this has been included). All that is does it to note the lower section specifically materiality under the performance materiality so you have the option to adjust if you wish.
We therefore need, on every job where there is a lower section specific materiality to manually adjust the performance materiality (in the sample calculator) which needs to be calculated as the section materiality divided by risk factor for that area.
It would be better if system automatically used the…
1 vote -
Include an extra column in the PAR routine to show the % difference with the preliminary TB as well as the final TB
Include an extra column in the PAR routine to show the % difference with the preliminary TB as well as the final TB.
As the comments made at planning stage will not be upto date as updates are made to the final TB figures
3 votes -
Workflow Tasks
When a notification email is sent from a worflow, could the email be populated with the client ID as well s the task id
74 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 -
Fix DPL tagging on FRS 105 accounts
This has been a known issue since October. Is there any timescale on a fix as this is increasing the time it takes to tag accounts which isn't ideal at one of the busiest times of year.
0 votes
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