Digital Data Review
Need the facility to be able to print the data / create a pdf. For instance, client just sent info with a long list of Gift Aid payments, they CANNOT be imported directly so you need to manually enter them. A pdf would make life so much easier and allow for an audit trail without revisiting the OneClick website to verify the entries.
Waqar Aziz
shared this idea
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Fozia Muddassir
commented
Also all sections of the completed DDR should be able to be sent to the tax return like we can for the DTA.
The DTA allows us to select a whole section, whereas in the DDR we have to select individuals lines within a section. This is time consuming.
The DTA refresh button is also not pulling in information from HMRC into the DDR section. Please look into this.
Our tax return workflow has a cloud step "client completed DDR" and although client has completed ad we have approved all sections, the workflow does not move along to the next step.
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Rebecca Neville
commented
Yes this would be useful