UKI Compliance Ideas Portal

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.

There is an area in desktop Personal Tax to enter 'any other payments made towards 2023-2024 tax', but not in the cloud version. You can only add it to one of the payments on account, and then have to manually break it down for the client.

For the stat accounts to be compliant (including FRS 105 and 102), one of the required notes is the director's loan disclosure note, where applicable. This is missing from your software. There is a box where you can manually populate it but it is ...

Automatic submission button for every quarter, that would submit all of the clients. Assumption that we and the client are checking every month, then using AI to automate could be a working suggestion Having an automatic submission button for ever...

This would be useful to give our customers reassurance that their payment has been received. Many customers call or email us asking for confirmation that their payment/bank transfer has been received. Currently, I email them another copy of their ...

I have an increasing number of clients who trade crypto assets, calculating tax on these is complicated and we currently have to either use an app like https://koinly.io/ or extensive spreadsheets.