Tax Return : Contact Records (Maintenance)
In respect to the Contact Records that are generated as part of a client Tax Return (e.g. employer contacts/bank contacts etc etc).
Can there be an indicator within the record that shows that the record is linked to a Client Tax Return and which Client it is, with a potential report that also shows this information
Reason is that when you try to delete a contact, if the contact is linked to a Tax Return, you cannot delete the record. It would be useful to understand the relationship between the contact and Tax Return to enable efficient database management and to be able to delete where appropriate.
Nikki Fox
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Thank you for submitting your idea! We wanted to let you know that it is currently under review by our team.
We appreciate your input and will keep you updated as we make progress.
Best regards
Product Development
Wolters Kluwer UK TAA
