UKI Compliance Ideas Portal

Why does the cloud accounting app not allow view of P&L, Balance Sheet and other month end reports? Perhaps one for the developers.....

We should be able to generate a form to be able to send to the client showing them the information which was on their previous tax return so they know what information we request for the upcoming tax return. This should also show the clients detai...

I am preparing a Member Set of Accounts for a professional services firm. There is a requirement to have Work in Progress and Direct Costs movements but when these are posted to the nominal ledger, they report in the profit and loss as "Raw Materi...

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...

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.