UKI Compliance Ideas Portal

4 Vote

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 08:12 by Nicola Johnston

Personal Tax (Cloud)

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5 Vote

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 13:53 by Nicola Barnett

Personal Tax (Cloud)

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1 Vote

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 12:43 by TERESA SMITH

Personal Tax (Cloud)

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1 Vote

Estate & Trust Returns

Please add the ability to prepare estate and trust tax returns (SA900) to Sage Cloud

Created 13 Feb 12:02 by Samara Goeieman

Personal Tax (Cloud)

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1 Vote

Run client list with date of birth field as excel or csv

Helps in client relationship building

Created 17 Jan 13:30 by R Baptiste

Personal Tax (Cloud)

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