5 results found
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update address on tax return automatically
Update the main address on the Tax Return automatically or prompt to ask if you wish to change it to the most up to date address. This will avoid clients being grumpy that the address is wrong even though they've told us they've moved!
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Product Development
Wolters Kluwer UK TAA
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CCH Tax Modules that automatically spot opportunity for tax advice based off user data
Would you value an add on to CCH tax modules that automatically spots opportunities for you to advise your clients on where they can make savings on tax. This would allow you and your firm to either begin to offer tax planning and advisory, or streamline and simply our current tax planning/advisory offering.
1 voteUnder review as we investigate the opportunity and user cases for application
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Change SA302 format
It would be better to show tax refunds on the SA302 in brackets to distinguish it from tax underpaid which will then match the Total tax due at the end of the document
1 vote -
Partnership/LLP/Trust reporting
The ability to run reports against partnerships/LLP's is severely restricted as the content to report on is just not available.
If there is an entry that can be made on a Tax Return (or anywhere in Central!) then there is a database netry and we should be able to report on it. This is just not the case and has not been for a number of years.9 votes -
Work Papers for Tax
I would like the ability to use Work Papers with CCH Personal Tax solutions
0 votes
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