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  1. Allow WPs to be used in the Personal Tax module

    7 votes
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    2 comments  ·  | CCH Central Suite | » CCH Working Papers  ·  Admin →
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    Proposed  ·  Dean Shepherd responded

    Hi Gary

    We have a very exciting project in the early stages of development right now that we think will revolutionise the collation of documents for personal tax.

    Within that functionality will be concise document management to simplify the review process.

    Watch this space!

    Dean Shepherd ATT CTA
    Senior Product Manager
    Wolters Kluwer

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    Gary Bentley commented  · 

    Hi Dean - are there any updates on this please as the exciting project you mentioned was in early stages over 2 years ago! ;-)

    Thanks

    Gary

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    Gary Bentley commented  · 

    Hi Dean - excellent news! We do hope this progresses soon as Tax Return review is tricky at present. It would also help to properly collate and make sense of all the documents that slowly drip-feed through from clients into the practice over the course of a tax year.

    Thanks

    Gary

    Gary Bentley shared this idea  · 

  2. pdf individual documents

    28 votes
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    Under review  ·  3 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Gary Bentley supported this idea  · 

  3. At-a-glance comparative to prior year's Tax Return

    46 votes
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    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Personal Tax  ·  Admin →
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    Gary Bentley supported this idea  ·