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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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    Chris Hadley commented  · 

    Can an exception report warning be produced where less than £1000 of expenses have been claimed for self employed or property cases to pick up cases where TAPAs could be beneficial

    Chris Hadley supported this idea  ·