At-a-glance comparative to prior year's Tax Return
It would be massively useful to all practices to have a simple report/document that compares the Tax Return data to the last year so you can have an at-a-glance comparative. This will allow an effective review once the Return is completed, as well as helping to complete the preparation.
We currently keep track of all of the above on a paper template and I had hoped to use Return Review as a digital alternative, however I do not believe it is as useful as we hoped.
Return Review does what we need in part, but much of what is produced is not useful at all for an actual review (such as the variance aspect), and it doesn't include all the necessary figures (such as tax deducted). Also, the report that comes out is not easy to interpret and includes a lot of superfluous information that can't be removed.
A report structured similarly to the existing Schedules, just with prior year figures as well to compare to, would be very useful to us and MANY other practices as well.
Thank you!
Pav Dhillon
shared this idea
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Pat Harrison
commented
Please could we have a report in Return Review like the attached example.
Raised by Andrew Sparrow from MHA Moore & Smalley