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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

7 results found

  1. Allow for bulk write offs

    7 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Dawn Jones supported this idea  · 

  2. Online filing errors

    7 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Personal Tax  ·  Admin →
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    Dawn Jones supported this idea  · 

  3. Tax Bundle to auto assign to the year you are doing to document centre

    7 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Personal Tax  ·  Admin →
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    Dawn Jones shared this idea  · 

  4. Link clients who are not spouses

    21 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Personal Tax  ·  Admin →
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    Dawn Jones supported this idea  · 

  5. Email Filing

    1 vote
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    0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Evan Jones responded

    Hi Dawn

    Thanks for adding this to UserVoice.

    I’ll leave the suggestion about being able to search by UTR / extra field when filing into CCH Document Management on here so I can gauge the level of support from other customers.

    I’ve asked our customer success team to contact you about adding additional fields to the client and contact search screens. You can also search by UTR by using the Personal Tax homepage control which many customers find useful.

    Thanks for taking the time to add this suggestion.

    Evan Jones
    Lead Product Manager

    Dawn Jones shared this idea  · 

  6. 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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    Dawn Jones supported this idea  · 

  7. Have a simple button to file the submission report for the personal tax return into the document centre

    32 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Personal Tax  ·  Admin →
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    Dawn Jones supported this idea  ·