360 results found
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Working Notes (like in Personal Tax)
Could we have a "Working Notes" Area like we do in Personal Tax for users to enter notes alongside the data entry - file notes only, not to appear on the comp.
36 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…3 votes -
Update Client Allocations via Export and Import of a spreadsheet.
Every year, we need to update our client allocations (for promotions, loss of staff, general reshuffle).
It would be helpful if we could export our current client allocation to excel, make the tweaks, then import it back.
It needs to go to excel to give an overview of each individuals' allocation. I imagine it would be an easy fix as the 'Partnership Statement Import/Export' function could be copied.4 votes -
Validating Tax Returns only once attachments have been added
When preparing a return for submission, the 'auto-refresh' feature of validation should be disabled or made optional. As it stands, validation occurs every time an attachment is added. A better approach would be to have a button that initiates validation only upon completion, which could save considerable time.
3 votes -
To be able to send CT returns with IR Mark straight to Document Management so can send on for approval via One Click
I would like to send the return with IR Mark to the client for approval. However, if I try to send a return from the Online filing section direct to Document Management it goes into a zip folder and so it can't be sent onto the client for signature via One Click. Printing to pdf, saving somewhere then uploading is far more cumbersome and increases the risks of the wrong return being sent out.
It is very frustrating that you design a simple method for sending documents but design it so that it isn't useful.1 vote -
Ability to view Extra Fields linked to documents in DM tab
You can add an extra field to a document when uploading to CCH, but you cannot then view the extra field in the main screen without looking in the properties of the documents.
It would be great if we could have a field chooser option to show the extra field in the main DM view.3 votes -
Accrued interest payable nominal - non current
There is currently no non-current accrued interest payable nominal. There needs to be a non-current equivalent to 8094 disclosed in non-current liabilities that has the same non-cash effect to the cashflow as nominal 8094.
1 vote -
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 -
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 -
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 -
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
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