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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

3 results found

  1. Reporting from Online Filing

    23 votes
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    Under review  ·  5 comments  ·  | CCH Central Suite | » CCH Personal Tax  ·  Admin →
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    Louise Duffy commented  · 

    Thank you for your comments - Unfortunately due to the nature and location of the online filing status and data it is not possible currently to bring those fields into Reporting. You can access that data through File - Tools - Online Filing Management and the Reports/Manage Filing Records tabs but there are limited reports available there. If you need any additional reports please contact Support or your Account Manager. We may be able to produce a script to meet with your specific data requirements but this may be chargeable.

    It is however something that we will look to improve in the software going forward and we will investigate further if we can add additional standard reports within the Reports section

    Kind Regards,
    Louise Duffy
    Lead Technology Product Manager (Hybrid Compliance)

  2. Enable clients to use Alias rather than given name

    8 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Louise Duffy supported this idea  · 

  3. Notifications that a message has not been read

    19 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Louise Duffy supported this idea  ·