Editing the information request template
It is very tricky to edit the information request templates and they are very easy to break. It would be useful to have the facility to be able to add the additional information we want, such as breakdowns of property expenses and employment income/PAYE deducted, ourselves, and to be able to make this conditional like the boxes already present (i.e. they only appear on the information request for each client if they have that relevant source of income). It is currently not easy to understand how the conditional formatting works in the template or to replicate this, but if we could do so then we would not need to keep requesting that additional features be added to the template.
6
votes
Jake Day
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