Settings and activity

26 results found

1. Bulk update tax return status

   8 votes

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   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Personal Tax  ·  Delete…  ·  Admin →
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   Nick Edgley supported this idea  ·  Sep 15, 2023

2. Allow bulk complete on multi-task workflow steps on the task homepage

   42 votes

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   Proposed  ·  2 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Delete…  ·  Admin →
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   Nick Edgley commented  ·  May 3, 2023  ·  Edit…  ·  Delete…

   42 votes and no further response on this after nearly 4 years.
   any further progress?

   Save Submitting...
   Nick Edgley supported this idea  ·  Apr 25, 2023

3. Workflow owner

   12 votes

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   1 comment  ·  | CCH Central Suite | » CCH Workflow  ·  Delete…  ·  Admin →
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   Under review  ·  Evan Jones responded

   Thanks for taking the time to add this to UserVoice.

   I will leave your suggestion on here in order to gauge the amount of support for it.

   Evan Jones

   Nick Edgley supported this idea  ·  Apr 25, 2023

4. Sorting active workflow tasks, on home page by due date of individual step in progress

   12 votes

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   Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Delete…  ·  Admin →
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   Nick Edgley supported this idea  ·  Apr 25, 2023

5. Tax Return information request

   14 votes

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   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Personal Tax  ·  Delete…  ·  Admin →
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   Nick Edgley supported this idea  ·  Mar 13, 2023

6. Property expenses

   13 votes

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   Proposed  ·  0 comments  ·  | CCH Central Suite | » CCH Personal Tax  ·  Delete…  ·  Admin →
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   Nick Edgley supported this idea  ·  Mar 13, 2023

7. Foreign Tax Credit Relief

   26 votes

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   Nick Edgley supported this idea  ·  Mar 13, 2023

8. Job complete integrated into billing wizard

   9 votes

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   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Delete…  ·  Admin →
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   Nick Edgley supported this idea  ·  Feb 28, 2023

9. Consistency of terminology (Partner or Client Partner)

   7 votes

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   Nick Edgley supported this idea  ·  Feb 28, 2023

10. Editable Text field to show on Workflow homepage

    15 votes

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    Under review  ·  Evan Jones responded

    Thanks for taking the time to add this to UserVoice.

    I will leave your suggestion on here in order to gauge the amount of support for it.

    Evan Jones

    Nick Edgley supported this idea  ·  Feb 28, 2023

11. Tidy up smart reports/reporting

    13 votes

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    Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Reporting  ·  Delete…  ·  Admin →
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    Nick Edgley supported this idea  ·  Feb 28, 2023

12. Add in the Personal Tax - Other Income as a reportable field for MTD Reports

    8 votes

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    0 comments  ·  | CCH Central Suite | » CCH Reporting  ·  Delete…  ·  Admin →
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    Acknowledged  ·  AdminMohammed Sidat (Admin, CCH Software) responded

    
    

    Nick Edgley supported this idea  ·  Feb 28, 2023

13. reportable fields for Trusts from the trust and estate tab

    10 votes

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    Nick Edgley supported this idea  ·  Feb 28, 2023

14. Working Notes (like in Personal Tax)

    36 votes

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    Acknowledged  ·  8 comments  ·  | CCH Central Suite | » CCH Corporation Tax  ·  Delete…  ·  Admin →
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    Nick Edgley supported this idea  ·  Feb 28, 2023

15. Foreign tax credit re partnerships

    2 votes

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    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Personal Tax  ·  Delete…  ·  Admin →
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    Nick Edgley supported this idea  ·  Feb 28, 2023

16. Link clients who are not spouses

    21 votes

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    Nick Edgley supported this idea  ·  Feb 28, 2023

17. Improve the filing options

    7 votes

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    Nick Edgley supported this idea  ·  Feb 28, 2023

18. To be able to have a PDF as a document template

    13 votes

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    Nick Edgley supported this idea  ·  Feb 28, 2023

19. Improve creation of a PDF from a document in document centre

    23 votes

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    Nick Edgley supported this idea  ·  Feb 28, 2023

20. You should have a setting whereby you collapse the folders (job and assignments) on doucment Centre

    9 votes

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    Nick Edgley supported this idea  ·  Feb 28, 2023