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Date of last return submitted to be shown in the client list
Instead of having to scroll through all clients to double check the tax return/accounts have been submitted on time (particularly at January deadline) just have a column on the client list so it's easy to see
Created 23 Jan 08:12am by Nicola Johnston
Personal Tax (Cloud)
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NO WHERE TO STORE CLIENTS DATE OF BIRTH FOR PERSONAL TAX
NO WHERE TO STORE CLIENTS DATE OF BIRTH FOR PERSONAL TAX, WHICH IS REQUIRED. HAVE TO ALWAYS OPEN LAST YEARS RETURN, IF COULD HAVE STORED ON CLIENT INFORMATION WOULD BE AMAZING!
Created 16 Oct 01:53pm by Nicola Barnett
Personal Tax (Cloud)
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Balancing payment due showing due in wrong month
When lodging a SATR before 31st July, Sage shows the balancing payment is due Jan in the next year, despite HMRC online showing still due in July, albeit adjusted figure. Sage need to look at this.
Created 14 Jun 12:43pm by TERESA SMITH
Personal Tax (Cloud)
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Estate & Trust Returns
Please add the ability to prepare estate and trust tax returns (SA900) to Sage Cloud
Created 13 Feb 12:02pm by Samara Goeieman
Personal Tax (Cloud)
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Run client list with date of birth field as excel or csv
Helps in client relationship building
Created 17 Jan 01:30pm by R Baptiste
Personal Tax (Cloud)
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