405 results found
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Page breaks to move notes onto a new page without having to make a format local
Particularly in charity accounts, often notes will span two pages and this can be unhelpful when comparing one year with another when the comparative details are on the next page. Sometimes this can then lead to the next note also being split over two pages.
In this situation, the solution is to make the note local and add a page break at the top of the page. This, however, makes the page a local format which then does not benefit from master pack updates until it is reverted to master.
It would be great to have an option to right…
4 votes -
Tax on transition profits calculation
It would save a lot of time if there was a calculation showing how the 'tax on transition profits' figure in the tax calculation is reached. I believe at the moment there is no back up calculation of that so to check the figure it would have to be manually calculated.
3 votes -
Limit access to or remove the 'Remove All' option on job management screen.
When viewing the job management screen, within the 'assigned to' column, you can right click and remove all, which removes all the people within the assigned to column. If the individual didn't have their screen filtered to their jobs, they can remove the assignee from every job within the business.
This function is far too easy for someone to use, there should be more control in place.
Either:
1. Have an 'Are you sure' type yes/no box pop up when you click it.
2. Include it within the task permissions so we can limit who has the permissions to use…3 votes -
Review Function
I can see this has been raised a couple of times by others but subsequently declined however, it would be useful from a reviewer perspective to be able to mark individual lines within a schedule as reviewed, in the same way as you can mark individual lines as complete, as opposed to having to lock the whole schedule.
I can see that a previous response from WK has been that the assumption is that full data has been entered and so marking the whole schedule as complete is sufficient. However, I would argue that it is not sufficient as although…
18 votes -
Edit Workflow
It would be great if we could have the ability to edit workflows that have already been started.
At present we would need to create a new workflow and then either terminate current workflows and add them to the new one or have them automatically moved to the new one upon completion of the current one. (Used for assignments and jobs).
3 votes -
Edit billing explanation
Ability to edit billing explanation once a bill has been posted, in case of a typo or it has been missed completely.
0 votes -
Error on end date of partner responsibility/ retrospective reporting
We had two partners retire - their clients needed to moved over to new partners on 1/5/2024. So the end date for the previous partner was 30/4/2024
ERROR WITH END DATE
Firstly, on the 30 April the clients showed on neither partner list so we could not extract the report data we needed. The date the partner ended doesn't seem to include the end date and you are unable to use the same end and start date. This meant for a day our clients were not allocated to any partner.RETROSPECTIVE REPORTING
Secondly - there is no retrospective reporting. The…1 vote -
Proof of tax picks up add backs
In CT the proof of tax picks up add backs form elsewhere in the program
1 vote -
Billing explanation
It would be useful to be able to enter a billing explanation during the billing wizard rather than having to exit and edit the bill amounts again to access the feature.
3 votes -
Maintain specific audit paragraphs on roll forward/masterpack upgrade
We maintain a large portfolio where not every company has the same auditor. As such, the paragraphs within the audit report differ from the standard audit paragraphs within CCH. We have created specific paragraphs for use depending on who the auditor is of that company which we select from the drop down in the stat database. The issue we have is that when we do a master pack change/roll-forward, these paragraphs revert back to the CCH default paragraphs and we have to go back through and re-select our paragraphs from the drop down again.
We would propose that on master…
1 vote -
Choice of delivery option in initial setup of client or contact
In the default tab of existing client there is a delivery option for invoices and statements to be sent by email or post with the default being post.
On initial setup of a client in step 7 of 8 there is no option to choose the default delivery meaning all clients get set to post it would be better if the option was available as this turns out to be a costly exercise until someone goes into clients separately to alter the default
13 votes -
CT600 Signatory Box Linked to Contact/Client
Would it be possible to please link the CT600 signatory box to a contact/client record rather than it being a text box and requiring manual input? The reason being is simple, typos made by junior staff.
In accounts the directors must be set up as a contact/client so surely we can do the same for CT600.
If this is not possible for the on premises software can it certainly be considered for cloud, iFirm please?
2 votes -
Functionality: Allow "ID expiry", which are currently accessed via the main tab, to become searchable fields AND mailmerge fields
Can you allow the 2 ID expiry fields, which are currently accessed via the main tab, to be both searchable fields and mailmerge fields
1 vote -
Bulk update tax return status
There is no way to bulk update the tax return status bar. As there are some reports which only pick up tax returns with a certain status showing in the status bar, it would be useful to be able to bulk update this.
8 votes -
Allow documents to be created from the global document centre onto clients
Allow documents to be created via "create" button from the global document centre onto clients/into client library rather than requiring you to go into the client first, navigate to the client document centre tab first - if nothing else being able to open a identical screen that doesn't let you add something to the client library is a bit confusing.
3 votes -
Add Company Name and Code to list of Word Merge Fields
Would be useful to have the Company Name and Code available in the list of merge fields when creating a Word template. We have several companies setup in Central which need different wording in the footers and we can only determine the company via the Office Code at the moment.
1 vote -
Consolidation functionality for charity accounts
Please expand the existing consolidation functionality in Accounts Production so it can also be used for charities. This would be beneficial to our clients.
5 votes -
ESG Reporting
As consumers are becoming more aware of CSR. Organisations that show how they are reporting on their business activities and their impact on society and the environment is becoming increasingly important. Would it be useful for Wolters Kluwer to provide a comprehensive tool that provides expert guidance to companies to help meet regulatory requirements to support sustainability efforts and manage ESG risks efficiently.
1 vote -
AI in tax preparation.
I would like AI to speed up the entire tax preparation process, to help save time and reduce the likelihood of errors.
1 vote -
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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