UKI Compliance Ideas Portal

We also send the full document to the client for signature and currently the cloud version does not allow us to do so as the attachments are left out

A declaration page separate to the tax return for a client to sign would be a great addition to the tax module. It would state that it is the clients responsibility to check information and the return is based on information and explanations provi...

There needs to be a place within the Capital Allowances to monitor capital items brought forward for the following year(s). This was available in Sage Business Tax (desktop version)

This would allow compliance with HMRC's guidelines when submitting carried back losses. The current work around would include disclosing the workings somewhere else in the SA100 report, but then there is reliance on HMRC accepting this note in the...

At the moment, I have to produce the full schedule with Balance Sheet etc., even if the individual has very low turnover.

In Personal Tax (desktop) there is an 'information' button which has details of that years class 2 NI Amount. Can this be included in the cloud version to save having to look it up on HMRC website, or elsewhere.

No capability to enter purchase of vehicles on capital allowances personal tax online for self employed. Also can't enter WDA b/f balances if moving from 3rd party software to Sage Personal Tax online. (using SfA).

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

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!