386 results found
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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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link emails sent internally
If someone@accountant.co.uk sends an email to another@accountant.co.uk DM does not show "another" that "someone" has already filed the sent email. If both "someone" and "another" had received the same email they would get a warning when the second person tried to file it. Would be useful for managers (for example) to be able to know that the sent email had been filed without duplicating it as a received email.
1 vote -
The ability to check HMRC CT600 submission status more than once: pending, accepted or rejected
Currently when submitting a CT600 if the HMRC servers are busy the current CCH advice is to close the screen after 4 minutes and wait for the email response from HMRC then update the CT600 status manually.
Could CCH change so when submitting a CT600 if no response is received from HMRC after a few minutes the software would set the status to pending, inform us to check again later and allow us to exit the online filing screen and then allow us to query the HMRC servers again for a response until either an accepted or rejected status is…
4 votes -
Account Status Drop Down Field in Smart Reports
I want to have the Accounts Status field in smart reports to have the ability to show a drop down when running reports to show open or closed or all. At the moment this is not possible and would like to get this raised.
1 vote -
Foreign Tax Credit Relief
It would be useful for the software to restrict the foreign tax entered down to the treaty rate. At present there is no restriction applied by the software so you have to manually restrict in order to get the correct result.
26 votes -
CCH email filing ADD-INS in new Outlook currently unavailable
Will the CCH email filing ADD-INS be made available in "New Outlook" which is web based. Various articles I've read state Microsoft is not planning to support COM ADD-INS, and encourages developers to switch over to Web Add-in based on OfficeJS.
12 votesWe are currently investigating how these Microsoft changes will affect Document Management. In the meantime please refer to our knowledgebase article CCH Document Management : New Outlook Plugin Support (wolterskluwer.co.uk)
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Dark Mode
The option of Dark Mode based on either system based settings via Settings - Personalisation - Colours - Choose your default app mode or an option in CCH Software.
6 votes -
Show permissions inside Audit Automation permissions groups and enable editing
At the moment there are different built-in permissions groups for audit automation but you can't see the specific permissions held within these groups, or edit them. It would be good to have better control/visibility of exactly what different groups can/can't do.
1 vote -
Enable document transfer directly from OneClick Documents and Document Centre
At the moment you need to download documents from document centre and then re-upload them to Audit. Now especially with eSign enabling documents to stay in Doc Centre and OneCLick Documents, it would save a lot of time and space if we could transfer directly between the two. We are trying to embrace Document Centre and move away from our Windows drive but the current system forces duplication.
1 vote -
Foreign AIS on schedules
I'm not sure if others experience this issue but when entering accrued income allowances on the foreign pages of a personal return, these simply show as interest on the schedules which can be confusing to clients.
For example, I have a client who has interest of £22.50 and accrued income allowance of £14.42. On the schedules both figures appear to be positive so it looks as though they show £22.50 + £14.42 = £8.08.
The actual return is correct, but if the schedules could indicate which items are allowances and that they are a deduction it would be clearer for…
2 votes -
Tax Bundle to auto assign to the year you are doing to document centre
Tax Return Bundle when you publish to Document Management could it have the year you are completing set to automatically assign and file the job in that year - as at the moment it goes striaght to none and then you have to go into properties and move it to the year you are doing which is time consuming and fustrating
7 votes -
add the "high importance" icon that shows when tasks are created added to the field chooser so we can tell when something is urgent
It would be really useful if you could add the "high importance" icon that shows when tasks are created added to the field chooser so we can tell when something is urgent.
1 vote -
Property expenses
It would be useful to be able to enter expenses for a property for comparative purposes and then be able to choose between the actual expenses and the £1k property income allowance.
Additionally, it is not possible to enter unused finance costs brought forward into the software when you are claiming the property allowance. Where we are claiming the property allowance and carrying forward unused finance costs, we therefore have to make a manual note of the amounts to carry forward. We should be able to record this in the relevant box to carry forward to the next tax year.
13 votes -
Pre-tick box against document when checking in single documents from Document Centre but right-click at it is in Office add-in
Please amend it so that if you right click on a document in document centre that the one result that is returned is pre-ticked against document in question. In the Office addin for Word when you click checkin the identical looking box is pre-ticked and you just have to click the check-in button on the popup window.
I can understand why these aren't pre-ticked on the prompt when you exit the software to check documents back in as you might not want to select one of multiple documents but if the list contains one entry having to manually tick it…
2 votes -
Stop document management randomly losing documents at check-in or check-out
This is hardly what I would call a enhancement.... data integrity should be a given but it appears that support think that it should be logged via User Voice to request development improve it!
It appears inadequate check are carried out to verify documents are correctly written to the database before action are carried out on the local copy of there are any issues and the validation processes should be tightened up before local copies are deleted if there are any issue with successfully writing to the Filestream.
3 votes -
Ability to report Employees' Departments list when more than one in the Employees' record
We would like to be able to report our employees' department list when more than one in the primary record for GDPR purposes. We set up various departments to restrict employees' access under GDPR rules 3 years ago, however we are unable to pull a report showing all the departments listed under each employee's records. Currently the report is only showing us the first line which is the 'primary' ticked department and not the others.
1 voteHi Marie. Thanks for taking the time to add this idea to Uservoice. I'll review this item again shortly in order to gauge support from other users.
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Retain document name when creating a pdf from a word document
When creating a pdf from a word document in document centre, it seems pointless that the name of the document is not retained, and changes to the date. Can a setting be introduced so it retains the original document name.
1 vote -
Pension contributions
The annual allowance tracker in the pension savings tax charges tab does not take into account entries in the pension contributions tab in the 'amount saved' box. You therefore have to enter the amount of the contribution in both the pension contributions tab and the pension savings tax charges tab. It would be useful if the annual allowance tracker was updated when posting pension contributions.
11 votes -
FTSE 350 data feed
calculating DRIP/SCRIP dividends using the FTSE data feed does not automatically calculate the amount of shares purchased from each dividend. You therefore have to calculate this manually and then update each dividend with the new number of shares. Additionally, once you have calculated the number of shares and detailed them in the data feed, and posted the dividends, if you go back into the data feed to update/post anything else, the shareholding amounts reset to their original values.
It would be helpful if the data feed tracked DRIP and SCRIP dividends so that we did not have to calculate them…
15 votes -
tax payments/repayments
Every schedule except tax payments/repayments has tick boxes for when the schedule has been reviewed, which locks the schedule. It would be good to have this for this schedule also.
10 votes
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