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Settings and activity

6 results found

  1. Pension Annual Allowance Calculator as a tracking tool

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

  2. It would be useful if the Tax Manager could have an email confirming a tax return had been approved as well as the person who sent it

    4 votes
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    Under review  ·  2 comments  ·  | CCH Central Suite | » CCH Personal Tax  ·  Admin →
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    Alexandra Bagworth supported this idea  · 
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    Alexandra Bagworth commented  · 

    As our Tax Manager sends the portal returns, would be good to have an e-mail sent to the assistant who actually produced the return. Ie I agree with original request but send a copy of the approval to the other teams members ( a tick box would be good to include/exclude staff members associated with the client) Was a nightmare this year as our tax manager left part the way thro the year...

  3. Workflow owner

    12 votes
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    1 comment  ·  | CCH Central Suite | » CCH Workflow  ·  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

    Alexandra Bagworth supported this idea  · 

  4. Adding Cash residue when starting a new portfolio.

    6 votes
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    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH CGT & Dividends  ·  Admin →
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    Alexandra Bagworth shared this idea  · 

  5. 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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    Alexandra Bagworth supported this idea  · 

  6. Clients want save message as draft

    173 votes
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    7 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Alexandra Bagworth supported this idea  ·