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  1. Compare actual expense details to TAPAs and be able to report on this

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    5 comments  ·  | CCH Central Suite | » CCH Personal Tax  ·  Admin →
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    Under review  ·  Dean Shepherd responded

    Hi Clare

    If we built in some business rules you could probably do that in Accounts Production but that seems a bit overkill for what is likely to be a very simple case.

    Are you likely to be providing this type of client with a P&L? Or is it just a matter of putting figures into the tax return only?

    Kind regards,

    Dean

    Dean Shepherd
    Senior Product Manager
    Wolters Kluwer

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    Laura Ford commented  · 

    I have just come on here to suggest the exact same thing. It is really important to have a list of expenses so you can justify claiming the TAPA, and as Clare says a client may remember expenses further down the line making it more advantageous to claim them, possibly even the next year with an amended return. Surely it's just a case of leaving the expenses analysis there but if there's a tick in the TAPA box and the TAPA claimed is higher than the expenses go with that figure. Otherwise at least create a warning that actual expenses are higher than the TAPA?

    Laura Ford supported this idea  ·