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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!

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Gary Bentley shared this idea  ·   ·  Report…  ·  Admin →
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Proposed  ·  Dean Shepherd responded  · 

Hi 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

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  • Gary Bentley commented  ·   ·  Report

    Hi Dean - are there any updates on this please as the exciting project you mentioned was in early stages over 2 years ago! ;-)

    Thanks

    Gary

  • Gary Bentley commented  ·   ·  Report

    Hi Dean - excellent news! We do hope this progresses soon as Tax Return review is tricky at present. It would also help to properly collate and make sense of all the documents that slowly drip-feed through from clients into the practice over the course of a tax year.

    Thanks

    Gary